Overview
Assets Under Management: $346 million
Headquarters: COVINGTON, LA
High-Net-Worth Clients: 68
Average Client Assets: $4 million
Frequently Asked Questions
ASSET PLANNING SERVICES INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #104715), ASSET PLANNING SERVICES INC is subject to fiduciary duty under federal law.
ASSET PLANNING SERVICES INC is headquartered in COVINGTON, LA.
ASSET PLANNING SERVICES INC serves 68 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, ASSET PLANNING SERVICES INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
ASSET PLANNING SERVICES INC manages $346 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, ASSET PLANNING SERVICES INC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.27
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 563
Discretionary Accounts: 438
Non-Discretionary Accounts: 125
Regulatory Filings
CRD Number: 104715
Last Filing Date: 2025-02-25 00:00:00
Website: https://assetplanningservices.net