ASSET PLANNING CORPORATION (CRD# 126242) is an SEC-Registered Investment Advisor (RIA), headquartered in W. Palm Beach, FL. The SEC approved the firm to operate as an RIA in Sep 2004. In Apr 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $121.7 Million, and has discretion over 95% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 5% .  
ASSET PLANNING CORPORATION also reported in Apr 2018:
  • 8 employees, with 7 performing advisory functions.
  • A total of 2 office locations.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
ASSET PLANNING CORPORATION has no disclosure events reported to the SEC at this time.

View ASSET PLANNING CORPORATION's most recent Form ADV filing

ASSET PLANNING CORPORATION has Notice Filings with the following State Securities Authorities: CA-Jul 2017, FL-Sep 2004, LA-Apr 2018, NC-Jan 2017, NE-Nov 2006 , NH-Jun 2010

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