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JULIEN PLANNING, LLC
CRD 285994
TWO UNIVERSITY PLAZA, #100, HACKENSACK, NJ, 07601, United States
Phone
201-489-4890
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$37.0M
Discretionary AUM
$37.0M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 70 | $16.7M |
| High net worth individuals | 7 | $20.2M |
All web addresses on file
Official SEC filing: View on IAPD