Financial Planning Associates, LLC
Financial Planning Associates, LLC is an SEC-registered ria in White Plains, NY with $74.7M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Financial Planning Associates, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 159404, SEC 801-79162, data through 2026-03-29.
- AUM (assets under management / regulatory AUM)
- $74.7M (2026-03-29)
- Firm type
- Ria
- Location
- White Plains, NY
- Employees
- 1
- Clients
- 60
- CRD
- 159404
- Ownership
- TADDEO, ANTONIO, ANGELO; GILLINGHAM, STEPHEN, THOMAS
How much AUM does Financial Planning Associates, LLC have?
Financial Planning Associates, LLC reported $74.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-29).
Who owns Financial Planning Associates, LLC?
Disclosed owners and executives of Financial Planning Associates, LLC include TADDEO, ANTONIO, ANGELO, GILLINGHAM, STEPHEN, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.