Asset Planning Services Inc
Asset Planning Services Inc is an SEC-registered wealth manager in Covington, LA with $365.6M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Asset Planning Services Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 104715, SEC 801-29419, data through 2026-02-24.
- AUM (assets under management / regulatory AUM)
- $365.6M (2026-02-24)
- Firm type
- Wealth Manager
- Location
- Covington, LA
- Employees
- 5
- Clients
- 148
- CRD
- 104715
- Ownership
- DUET, CLAUDE, PAUL; DUET, KEITH, PAUL; DUET, BRENDA, MARTINEZ
How much AUM does Asset Planning Services Inc have?
Asset Planning Services Inc reported $365.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-24).
Who owns Asset Planning Services Inc?
Disclosed owners and executives of Asset Planning Services Inc include DUET, CLAUDE, PAUL, DUET, KEITH, PAUL, DUET, BRENDA, MARTINEZ. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.