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FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.

Tel: 718-667-5050
340 Columbia Turnpike
Suite 108
West Palm Beach, Florida  33409

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FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.

FINANCIAL PLANNING CONCEPTS OF AMERICA, INC. is a West Palm Beach, Florida based financial advisory firm with nearly $125,677,350 in assets under management and provides investment advisory services for 254 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

126411

SEC#:

801-64150

No. of Clients:

254

Assets under Management

$125,677,350

No. of Advisors:

2

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