Financial Planning Analysts LLC

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CAFR Data
Financial Planning Analysts LLC
CRD #121338
SEC #801-61351
CIK #
AUM $26.8 MM (100% Disc, 100% US, 2020-03-31)
Employees1 (100% Investors, 100% Brokers)
Phone631-423-8800
Address734 Walt Whitman Rd
Melville, NY 11747
Source [IAPD]
Total AUM ($MM)
705642281402001200720142021
Comparable Firms State AUM ($BB)
Capital Portfolio Advisors Inc
OH 0.0
Wynden Capital Management
GA 0.0
Strategic Income Advisors
CA 0.0
Tmfs-Rochester LLC
KS 0.0
Auto CLUB Trust FSB
MI 0.0
The Financial Center Inc
NY 0.0
Pillar Financial Services Inc
CA 0.0
The CornerStone Group LLC
MS 0.0
Markettrend Advisors Ltd
TX 0.0
Cornestone Capital Management Inc
CA 0.0
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