ASSET PLANNING CORPORATION
Firm details
- Headquarters
- WEST PALM BEACH, Florida
- CRD number
- 126242
- Registered since
- September 2, 2004
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI63.87%
- Individuals31.89%
- Pension & Profit Sharing Plans3.46%
- Charitable Organizations0.78%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Asset Planning Corporation is an independent registered investment adviser that has been SEC-registered since 2004 and is owned by a domestic individual entity. The firm serves both individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. The adviser does not present itself as a capital allocator and is not identified as an active ESG investor or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds43%
- Exchange Traded Equities34%
- Other19%
- Cash & Cash Equivalents4%
Contacts
2 of 2RENEE POST
PresidentCRD 4237548
ALEXANDER RUBY
Vice PresidentCRD 6500884
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WEST PALM BEACH, FL
PALM BEACH
Location
WEST PALM BEACH, FL
Headquartered in WEST PALM BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 1615 Forum Pl
- Time zone
- ET (UTC-5)
- Office locations
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