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ADVICE & PLANNING SERVICES LLC
CRD 283626 · SEC 801-120211
10 NORTH 4TH STREET, SUITE 100, YOUNGWOOD, PA, 15697, United States
Phone
724-635-0427
Fax
724-635-0428
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$187.1M
Discretionary AUM
$171.1M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 275 | $73.3M |
| High net worth individuals | 44 | $113.8M |
States served
PA
All web addresses on file
Official SEC filing: View on IAPD