Asset Planning Corporation
Asset Planning Corporation is an SEC-registered mass-market adviser in W. Palm Beach, FL with $104.4M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Asset Planning Corporation: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 126242, SEC 801-63461, data through 2026-02-04.
- AUM (assets under management / regulatory AUM)
- $104.4M (2026-02-04)
- Firm type
- Mass-Market Adviser
- Location
- W. Palm Beach, FL
- Employees
- 5
- Clients
- 136
- CRD
- 126242
- Ownership
- MACLOSKEY, LOUIS, JAMES; POST, RENEE, SUZANNE; FINANCIAL PLANNING INVESTMENT GROUP, INC.
How much AUM does Asset Planning Corporation have?
Asset Planning Corporation reported $104.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-04).
Who owns Asset Planning Corporation?
Disclosed owners and executives of Asset Planning Corporation include MACLOSKEY, LOUIS, JAMES, POST, RENEE, SUZANNE, FINANCIAL PLANNING INVESTMENT GROUP, INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.