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ADVICE AND PLANNING SERVICES
Tel: 212-490-9000
730 Third Avenue New York, New York 10017-3206
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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