1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.

Map pinWEST PALM BEACH, FL
Phone718-667-5050
NotebookSEC #801-64150
Total AUM
$155.5M
Employees
2
Clients
322

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
340 COLUMBIA TURNPIKE
SUITE 108
WEST PALM BEACH
FL 33409
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
718-667-5050

ReceiptFinancials

Total AUM
$155.5M
Accounts
321
Discretionary
$138M
Accounts
239
Non-Discretionary
$17.5M
Accounts
82

ContactClients

View more in analytics →

Individual Clients
279
AUM
$75.3M
HNW Individual Clients
42
AUM
$75.3M
Pension/Profit Sharing Plan Clients
1
AUM
$4.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
FLNJNY

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account