RIA Intel›Advisers›New York›LEARNVEST PLANNING SERVICES, LLC

LEARNVEST PLANNING SERVICES, LLC

Advisory

N·NEW YORK, NY

Data as of Mar 28, 2018 · Source: SEC Form ADV

Total AUM

$0

1-Year AUM Growth

—

3-Year CAGR

—

Employees

70

Assets Under Management

Total AUM$0

Discretionary AUM$0

Non-Discretionary AUM$0

Discretionary %—

Total Clients—

Team

Total Employees70

Investment Advisers73

Employee Growth (1Y)—

Filing History

Total Filings on Record23

First FilingNov 8, 2012

Latest FilingMar 28, 2018

🔒 Full AUM trend chart and 23 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LEARNVEST PLANNING SERVICES, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.