|
⚲
|
| Financial Planning Concepts of America Inc
✚
|
|
|---|---|
| CRD # | 126411 |
| SEC # | 801-64150 |
| CIK # | 0080164150 |
| AUM | $155.5 M (2025-03-28) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 718-667-5050 |
| Address | 340 Columbia Turnpike West Palm Beach, FL 33409 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 279 | 75.3 |
| (b) Individuals (high net worth individuals) | 42 | 75.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 4.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 321 | 155.5 |
| By Discretionary | ||
| Discretionary | 239 | 138.0 |
| Non-Discretionary | 82 | 17.5 |
| Total | 321 | 155.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 155.5 | |
| Total | 321 | 155.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Goverman Financial Solutions LLC
✚
|
MA | 0.2 |
|
Archer Pointe Wealth Management LLC
✚
|
CA | 0.2 |
|
AMG Asset Management Group Inc
✚
|
GA | 0.2 |
|
Zock Robert A & Co Inc
✚
|
NH | 0.2 |
|
Burr Financial Services LLC
✚
|
CA | 0.2 |
|
Corkern Barry M Advisory Services Inc
✚
|
AR | 0.2 |
|
Wall Street Investment Management LLC
✚
|
0.2 | |
|
Beyond Financial Services
✚
|
CA | 0.2 |
|
Dick Rivera & Associates LLC
✚
|
FL | 0.2 |
|
Provident Financial Planning LLC
✚
|
TX | 0.2 |