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ASSET PLANNING SERVICES INC
ASSET PLANNING SERVICES INC (CRD# 104715) is an SEC-Registered Investment Advisor (RIA), headquartered in Covington, LA. The SEC approved the firm to operate as an RIA in May 1987. In Jun 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $273.3 Million, and has discretion over 86% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
 
ASSET PLANNING SERVICES INC also reported in Jun 2018:
  • 7 employees, with 3 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
ASSET PLANNING SERVICES INC has no disclosure events reported to the SEC at this time.
 

View ASSET PLANNING SERVICES INC's most recent Form ADV filing
 


ASSET PLANNING SERVICES INC has Notice Filings with the following State Securities Authorities: CA-Nov 1998, FL-Dec 1998, LA-Sep 2001, TX-Jan 1998

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.