Financial Planning and Information Services Inc

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CAFR Data
Financial Planning and Information Services Inc
CRD #113110
SEC #801-61933
CIK #
AUM $517.0 MM (100% Disc, 100% US)
Employees14 (50% Investors, 0% Brokers)
Phone920-336-0863
Address115 Fourth Street
De Pere, WI 54115
Source [IAPD] [Website]
Total AUM ($MM)
52041631220810402001200720132020
Comparable Firms State AUM ($BB)
RT Jones Capital Equities Management Inc
MO 0.6
Arbor Investment Advisors LLC
NC 0.5
Dixon Financial Services Inc
CA 0.5
Baron Silver Stevens Financial Advisors LLC
FL 0.5
Kays Financial Advisory Corp
GA 0.5
Family Financial Strategies Inc
MN 0.5
Asset One LLC
CO 0.5
Sigfig Wealth Management LLC
CA 0.5
NorthStar Asset Management Inc
MA 0.5
American Financial Advisors Inc
FL 0.5
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