Updated:Jun 3, 2026

Asset Planning Services Inc

Asset Planning Services Inc is an RIA with no publicly disclosed AUM, principals, or investment strategy. Profile based on available public records.

Asset Planning Services Inc

ASSET PLANNING SERVICES INC is an SEC-registered investment adviser in COVINGTON, LA, registered since 1987. The firm manages $366 million in assets, with $324 million managed on a discretionary basis. It has 5 employees and 2 investment advisers.

General information

Firm type

RIA

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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Who runs investment decisions at Asset Planning Services Inc?

No named investment professionals or decision-makers are publicly associated with Asset Planning Services Inc in available records. The firm's leadership and investment committee structure have not been disclosed.

What is Asset Planning Services Inc's AUM?

Asset Planning Services Inc does not publicly disclose its assets under management. No AUM figure appears in SEC filings, firm communications, or third-party databases as of 2025.

Is Asset Planning Services Inc a single family office or a multi-family office?

Based on available public information, Asset Planning Services Inc is registered as a traditional RIA. Its classification as a single-family office, multi-family office, or general advisory firm cannot be confirmed from public sources.

Where is Asset Planning Services Inc headquartered?

Asset Planning Services Inc's headquarters location has not been publicly confirmed. No office address appears in available public records or regulatory filings.

What investment strategy does Asset Planning Services Inc pursue?

Asset Planning Services Inc has not publicly disclosed its investment strategy, target sectors, or asset-class preferences. No portfolio holdings or deal activity has been independently verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.