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ADVICE & PLANNING SERVICES LLC

Tel: 724-635-0427
10 North 4th Street
Suite 100
Youngwood, Pennsylvania  15697

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ADVICE & PLANNING SERVICES LLC

ADVICE & PLANNING SERVICES LLC is a Youngwood, Pennsylvania based financial advisory firm with nearly $169,924,873 in assets under management and provides investment advisory services for 632 clients. There are currently 1 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#:

283626

SEC#:

801-120211

No. of Clients:

632

Assets under Management

$169,924,873

No. of Advisors:

1

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