Investment adviser · CRD 121338
FINANCIAL PLANNING ANALYSTS, LLC
Investment adviser filing (IA)
MELVILLE, NY, United States · Form ADV filed Apr 5, 2021
- Regulatory AUM
- $23.4M Form ADV · Item 5.F
- Client accounts
- 41 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 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 | 36 | $18,897,000 | 80.9% |
| Corporations & businesses | Fewer than 5 | $4,463,000 | 19.1% |
| Individuals | 5 | Not reported | Not reported |
Filing source
Form ADV 1526773 · Apr 5, 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: Apr 5, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
734 WALT WHITMAN RD, STE 301MELVILLE, NY, 11747, United States
CRD 121338
Filing source
Form ADV 1526773 · Apr 5, 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.