Asset Planning Services Inc
Firm details
- Headquarters
- Covington, Louisiana
- CRD number
- 104715
- Registered since
- May 14, 1987
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI89.76%
- Individuals7.63%
- Pension & Profit Sharing Plans1.49%
- Corporations / Businesses1.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Asset Planning Services Inc is an independent, individual-owned registered investment adviser that has been SEC-registered since 1987. The firm serves both individual and family clients as well as institutional relationships, providing financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Its billing mixes AUM-based fees with fixed-fee arrangements. Asset Planning Services is not positioned as a capital allocator; instead it sources third-party managers for alternative exposures and uses traditional vehicles such as mutual funds and annuities alongside direct equity allocations.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities62%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents14%
- Investment Grade Corp Bonds5%
- US Government Bonds4%
Contacts
3 of 3Claude Duet
PresidentCRD 4332316
Jillian Nelson
Portfolio ManagerCRD 4428527
Brenda Duet
OfficerCRD 4332333
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$11.6M in ETFs
100%
$11.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $5.5M | 184,207 | 47.50% |
Location
Covington, LA
Saint Tammany
Location
Covington, LA
Headquartered in Covington, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- Saint Tammany
- Address
- 509 W 21st Ave
- Time zone
- CT (UTC-6)
- Office locations
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