Overview
Assets Under Management: $804 million
Headquarters: HARLEYSVILLE, PA
High-Net-Worth Clients: 192
Average Client Assets: $3.7 million
Frequently Asked Questions
ASSET PLANNING SERVICES LTD. 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 #105727), ASSET PLANNING SERVICES LTD. is subject to fiduciary duty under federal law.
ASSET PLANNING SERVICES LTD. is headquartered in HARLEYSVILLE, PA.
ASSET PLANNING SERVICES LTD. serves 192 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, ASSET PLANNING SERVICES LTD. offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
ASSET PLANNING SERVICES LTD. manages $804 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, ASSET PLANNING SERVICES LTD. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 192
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.32%
Average Client Assets: $3.7 million
Total Client Accounts: 1,712
Discretionary Accounts: 1,639
Non-Discretionary Accounts: 73
Regulatory Filings
CRD Number: 105727
Filing ID: 1187789
Last Filing Date: 2018-03-29 19:35:00