ADP STRATEGIC PLAN SERVICES, LLC
ADP STRATEGIC PLAN SERVICES, LLC (CRD# 286555) is an SEC-Registered Investment Advisor (RIA), headquartered in Roseland, NJ. The SEC approved the firm to operate as an RIA in Feb 2017. In Sep 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $1.2 Billion, and has discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .
ADP STRATEGIC PLAN SERVICES, LLC also reported in Sep 2018: 9 employees, with 6 performing advisory functions. A total of 4 office locations. No registrations with foreign financial regulatory authorities. NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
ADP STRATEGIC PLAN SERVICES, LLC has no disclosure events reported to the SEC at this time.
View ADP STRATEGIC PLAN SERVICES, LLC's most recent Form ADV filing
ADP STRATEGIC PLAN SERVICES, LLC has Notice Filings with the following State Securities Authorities: AK-May 2017, AL-May 2017, AR-May 2017, AZ-May 2017, CA-May 2017 , CO-May 2017, CT-May 2017, DC-May 2017, DE-May 2017, FL-May 2017 , GA-May 2017, HI-May 2017, IA-May 2017, ID-May 2017, IL-May 2017 , IN-May 2017, KS-May 2017, KY-May 2017, LA-May 2017, MA-May 2017 , MD-May 2017, ME-May 2017, MI-May 2017, MN-May 2017, MO-May 2017 , MS-May 2017, MT-May 2017, NC-May 2017, ND-Sep 2017, NE-May 2017 , NH-May 2017, NJ-Feb 2017, NM-May 2017, NV-May 2017, NY-May 2017 , OH-May 2017, OK-May 2017, OR-May 2017, PA-May 2017, RI-May 2017 , SC-May 2017, SD-May 2017, TN-May 2017, TX-May 2017, UT-May 2017 , VA-May 2017, VT-May 2017, WA-May 2017, WI-May 2017, WV-May 2017 , WY-Sep 2017
Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact FindingFraud.org with questions or concerns.