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YOUR PLANNING PARTNER LLC
CRD 283647
3801 PGA BLVD, #600, PALM BEACH GARDENS, FL, 33410, United States
Phone
(561) 301-0008
Fax
(561) 658-8077
Registration
— (—)
Source
State registered
Total AUM
$90.7M
Discretionary AUM
$90.7M
Team
4 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 70 | $15.6M |
| High net worth individuals | 16 | $75.0M |
| Corporations/business entities | 1 | $74K |
All web addresses on file
Official SEC filing: View on IAPD