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| Diversified Planning Strategies Advisors LLC
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|
|---|---|
| CRD # | 321737 |
| SEC # | 801-136395 |
| CIK # | 0002109947 |
| AUM | $154.4 M (2026-05-07) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 973-226-6000 |
| Address | 101 Eisenhower Pkwy Roseland, NJ 07068 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 325 | 64.6 |
| (b) Individuals (high net worth individuals) | 39 | 89.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 709 | 154.4 |
| By Discretionary | ||
| Discretionary | 709 | 154.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 709 | 154.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 154.4 | |
| Total | 709 | 154.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0002109947] |
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