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ACA/PRUDENT INVESTORS PLANNING CORPORATION
CRD 47798 · SEC 801-56596
290 US HIGHWAY 22, SUITE 201, GREEN BROOK, NJ, 08812, United States
Phone
732-926-1100
Fax
732-926-1137
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$351.4M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Market timing
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 810 | $183.5M |
| High net worth individuals | 70 | $167.9M |
States served
AZ, CA, LA, MD, MA, NJ, NY, NC, PA, VA, TX, NH, CT, FL
Official SEC filing: View on IAPD