Investment adviser · CRD 125319
FINANCIAL PLANNING PROFESSIONALS, INC.
Investment adviser filing (IA)
TURNERSVILLE, NJ, United States · Form ADV filed Mar 20, 2012
- Regulatory AUM
- $24.9M Form ADV · Item 5.F
- Client accounts
- 138 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: Mar 20, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Market timing
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
188 FRIES MILL ROAD, BLDG L-1TURNERSVILLE, NJ, 08012, United States
CRD 125319
Filing source
Form ADV 624290 · Mar 20, 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.