ADVISORS TRUST PLANNING AND INVESTMENT COMPANY

Phone

239-434-7500

Fax

239-596-9911

Registration

— (—)

Source

State registered

Total AUM

$15.6M

Discretionary AUM

$0

Team

3 total employees; 1 advisory reps; 18 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; REFERRAL FEES AND A PERCENTAGE OF ASSETS UNDER CONSULTATION

Org form

Corporation

Filing date

2026-03-27

Disciplinary history

No