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PLAN2PROSPER LLC.
CRD 150292
19 GREEN FARMS RD, ANDOVER, NJ, 07821, United States
Phone
973-903-6856
Fax
973-786-7476
Registration
— (—)
Source
State registered
Total AUM
$9.3M
Discretionary AUM
$0
Team
2 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Partnership
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $800K |
| High net worth individuals | 4 | $8.5M |
All web addresses on file
Official SEC filing: View on IAPD