Asset Planning Services Inc

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Assets, Funds, Holdings

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CAFR Data
Asset Planning Services Inc
CRD #104715
SEC #801-29419
CIK #811407
AUM $250.2 MM (88% Disc, 100% US)
Employees8 (38% Investors, 0% Brokers)
Phone985-867-8679
Address509 W 21st Avenue
Covington, LA 70433
Source [IAPD] [EDGAR]
Total AUM ($MM)
2752201651105502000200620132020
Sector Holding Cap ($MM) Value ($MM)
IVV32.4
MRK208,740.019.9
VOO15.8
SPSB11.4
VUG9.4
VO8.3
VTV6.8
IJH5.3
VCSH5.2
VXUS4.6
View All
Holdings by Sector ($)
0.20.20.10.10.00.02015201620172019
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Clarity Capital Partners
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Sigma Advisors LLC
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New England Asset Management LLC
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