Financial Planning Analysts LLC


Assets, Funds, Holdings

Home | Sign Up | Log In
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Financial Planning Analysts LLC
CRD #121338
SEC #801-61351
AUM $26.8 MM (100% Disc, 100% US, 2020-03-31)
Employees1 (100% Investors, 100% Brokers)
Address734 Walt Whitman Rd
Melville, NY 11747
Source [IAPD]
Total AUM ($MM)
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
Terms of Service | Privacy Policy | User Guide