American Planning Services Inc

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Assets, Funds, Holdings

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CAFR Data
American Planning Services Inc
CRD #134854
SEC #801-113231
CIK #
AUM $169.7 MM (100% Disc, 100% US, 2020-02-26)
Employees7 (57% Investors, 71% Brokers)
Phone813-633-7333
Address1653 Sun City Center Plaza
Sun City Center, FL 33573
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
170136102683402007201120162021
Comparable Firms State AUM ($BB)
SHUM Financial Group Inc
CA 0.2
Mainsail Asset Management LLC
AL 0.2
Dempsey Lord Smith LLC
GA 0.2
Physician Wealth Solutions Inc
NV 0.2
Duvarney Craig Douglas
MA 0.2
Arista Advisory Group LLC
NY 0.2
First Advisors National LLC
GA 0.2
Hobbs Group Advisors LLC
SC 0.2
Money Management Financial Services LLC
NJ 0.2
PFG Private Wealth Management LLC
FL 0.2
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