Investment adviser · CRD 105727
ASSET PLANNING SERVICES LTD.
Investment adviser filing (IA)
HARLEYSVILLE, PA, United States · Form ADV filed May 28, 2021
- Regulatory AUM
- $816M Form ADV · Item 5.F
- Client accounts
- 1,255 Accounts, not individual clients
- Employees
- 18 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 168 | $719,571,068 | 88.2% |
| Individuals | 81 | $40,303,838 | 4.9% |
| Charities | Fewer than 5 | $39,366,702 | 4.8% |
| Corporations & businesses | Fewer than 5 | $16,359,375 | 2.0% |
Filing source
Form ADV 1544082 · May 28, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
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: May 28, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
162 MAIN STREETHARLEYSVILLE, PA, 19438, United States
CRD 105727
Filing source
Form ADV 1544082 · May 28, 2021 · 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.