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Building 2FINANCIAL PLANNING ASSOCIATES,INC.

Map pinPLEASANTVILLE, NY
Phone914-347-8800
NotebookSEC #801-66586
Total AUM
$58.8M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
141 TOMPKINS AVENUE
3RD FLOOR
PLEASANTVILLE
NY 10570
United States
Operating Hours
9:00 A.M.-5: 00 P.M.
Monday - Friday
Phone
914-347-8800

ReceiptFinancials

Total AUM
$58.8M
Accounts
463
Discretionary
$55.5M
Accounts
401
Non-Discretionary
$3.4M
Accounts
62

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMDNHNJNVNYPASCTXVA

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

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