Advice & Planning Services LLC
Advice & Planning Services LLC is an SEC-registered mass-market adviser in Youngwood, PA with $187.1M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Advice & Planning Services LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 283626, SEC 801-120211, data through 2026-03-02.
- AUM (assets under management / regulatory AUM)
- $187.1M (2026-03-02)
- Firm type
- Mass-Market Adviser
- Location
- Youngwood, PA
- Employees
- 1
- Clients
- 319
- CRD
- 283626
- Ownership
- NAUGLE, RYAN, DOUGLAS
How much AUM does Advice & Planning Services LLC have?
Advice & Planning Services LLC reported $187.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-02).
Who owns Advice & Planning Services LLC?
Disclosed owners and executives of Advice & Planning Services LLC include NAUGLE, RYAN, DOUGLAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.