Strategic Planning Associates
Firm details
- Headquarters
- ,
- CRD number
- 126503
- Website
- strategicplanningassoc.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals68.11%
- HNWI31.89%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Strategic Planning Associates operates as an independent registered investment advisor (RIA) and is structured as a sole proprietorship. The firm focuses on providing financial planning services and portfolio management primarily for individuals and families. In addition to these core services, Strategic Planning Associates also engages in educational seminars and workshops, enhancing their client relationships through knowledge sharing. The firm does not actively pursue ESG investments and does not classify itself as a multi-state adviser.
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 Equities96%
- Investment Grade Corp Bonds8%
Contacts
1 of 1
Pamela Desjardins
OwnerCRD 862666
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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