RIA Intel›Advisers›Massachusetts›ASSOCIATED PLANNERS INVESTMENT ADVISORY INC

ASSOCIATED PLANNERS INVESTMENT ADVISORY INC

Advisory

BOSTON, MA

Data as of Nov 23, 2009 · Source: SEC Form ADV

Total AUM
$399M
1-Year AUM Growth
-48.7%
3-Year CAGR
-32.1%
Employees
0
Assets Under Management
Total AUM$399M
Discretionary AUM$258M
Non-Discretionary AUM$140M
Discretionary %64.8%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record34
First FilingJan 24, 2001
Latest FilingNov 23, 2009
🔒 Full AUM trend chart and 34 historical filings spanning 8+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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