Investment adviser · CRD 109332
AMERICAN PLANNING GROUP INC
Investment adviser filing (IA)
STAMFORD, CT, United States · Form ADV filed Jun 19, 2012
- Regulatory AUM
- $94.1M Form ADV · Item 5.F
- Client accounts
- 297 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 19, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
666 GLENBROOK ROADSTAMFORD, CT, 06906, United States
CRD 109332
Filing source
Form ADV 653785 · Jun 19, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.