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Building 2ACA/PRUDENT INVESTORS PLANNING CORPORATION

Map pinGREEN BROOK, NJ
Phone732-926-1100
NotebookSEC #801-56596
Total AUM
$351.4M
Employees
2
Clients
880

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
290 US HIGHWAY 22
SUITE 201
GREEN BROOK
NJ 08812
United States
Operating Hours
9:00 AM TO 4:00 PM
Monday - Friday
Phone
732-926-1100

ReceiptFinancials

Total AUM
$351.4M
Accounts
1,509
Discretionary
$0
Accounts
0
Non-Discretionary
$351.4M
Accounts
1,509

ContactClients

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Individual Clients
810
AUM
$183.5M
HNW Individual Clients
70
AUM
$167.9M

Briefcase businessServices

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Services Offered
Market Timing
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTFLLAMAMDNCNHNJNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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