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FINANCIAL PLANNING ASSOCIATES, LLC
Tel: (914) 997-9229 X13
399 Knollwood Road Suite 113
White Plains, New York 10603
FINANCIAL PLANNING ASSOCIATES, LLC
FINANCIAL PLANNING ASSOCIATES, LLC is a White Plains, New York based financial advisory firm with nearly $60,370,218 in assets under management and provides investment advisory services for 60 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 , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Other (3RD PARTY ADVISER FEE SHAR
Firm CRD#:
159404
SEC#:
801-79162
No. of Clients:
60
Assets under Management
$60,370,218
No. of Advisors:
1
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