Investment adviser · CRD 162453
LEARNVEST PLANNING SERVICES, LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Mar 28, 2018
- Employees
- 73 Reported in this filing
- Advisory professionals
- 70 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
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 |
|---|---|---|---|
| Individuals | 8,099 | $0 | Not reported |
| High-net-worth individuals | 11 | $0 | Not reported |
| Banks & thrifts | Fewer than 5 | $0 | Not reported |
| Retirement plans | Fewer than 5 | $0 | Not reported |
| Charities | Fewer than 5 | $0 | Not reported |
| Government entities | Fewer than 5 | $0 | Not reported |
| Other investment advisers | Fewer than 5 | $0 | Not reported |
| Insurance companies | Fewer than 5 | $0 | Not reported |
| Sovereign wealth & foreign institutions | Fewer than 5 | $0 | Not reported |
| Corporations & businesses | Fewer than 5 | $0 | Not reported |
Filing source
Form ADV 1171130 · Mar 28, 2018 · 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: Mar 28, 2018. View historical filings
Reported services
Financial planning · Educational seminars
Compensation
Subscription
Principal office
41 E. 11TH STREET, 2ND FLOORNEW YORK, NY, 10003, United States
CRD 162453
Filing source
Form ADV 1171130 · Mar 28, 2018 · 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.