ASSET PLANNING SERVICES INC - Financial Advisor in Louisiana, Covington

Tel: 985-867-8679 509 W. 21st Avenue Covington, Louisiana 70433

About ASSET PLANNING SERVICES INC

ASSET PLANNING SERVICES INC is a Covington, Louisiana based financial advisory firm with nearly $345,657,624 in assets under management and provides investment advisory services for 563 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

104715

Firm SEC#:

801-29419

Assets Under Management:

$345,657,624

No. of Clients:

563

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Fixed fees

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