RIA Intel›Advisers›New Jersey›FINANCIAL PLANNING PROFESSIONALS, INC.

FINANCIAL PLANNING PROFESSIONALS, INC.

Advisory

N·TURNERSVILLE, NJ

Data as of Mar 20, 2012 · Source: SEC Form ADV

Total AUM
$25M
1-Year AUM Growth
-30.9%
3-Year CAGR
-10.9%
Employees
0
Assets Under Management
Total AUM$25M
Discretionary AUM$19M
Non-Discretionary AUM$5M
Discretionary %78.1%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record7
First FilingDec 13, 2007
Latest FilingMar 20, 2012
🔒 Full AUM trend chart and 7 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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