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ADVICE AND PLANNING SERVICES

Tel: 212-490-9000
730 Third Avenue
New York, New York  10017-3206

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ADVICE AND PLANNING SERVICES

ADVICE AND PLANNING SERVICES is a New York, New York based financial advisory firm with nearly $32,676,871,332 in assets under management and provides investment advisory services for 73602 clients. There are currently 1519 financial advisors at the firm.

General Information

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Other (COMPENSATION FROM AFFILIATE

Firm CRD#:

20472

SEC#:

801-63550

No. of Clients:

73602

Assets under Management

$32,676,871,332

No. of Advisors:

1519

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