Aca/prudent Investors Planning Corporation
Aca/prudent Investors Planning Corporation is an SEC-registered mass-market adviser in Green Brook, NJ with $351.4M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Aca/prudent Investors Planning Corporation: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 47798, SEC 801-56596, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $351.4M (2026-03-26)
- Firm type
- Mass-Market Adviser
- Location
- Green Brook, NJ
- Employees
- 2
- Clients
- 880
- CRD
- 47798
- Ownership
- ACHTEL, ALAN CRAIG; ACHTEL, ROBYN SUE; GOLDSTEIN, ROBYN SUE
How much AUM does Aca/prudent Investors Planning Corporation have?
Aca/prudent Investors Planning Corporation reported $351.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Aca/prudent Investors Planning Corporation?
Disclosed owners and executives of Aca/prudent Investors Planning Corporation include ACHTEL, ALAN CRAIG, ACHTEL, ROBYN SUE, GOLDSTEIN, ROBYN SUE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.