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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...
Overview
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
Frequently asked questions
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 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.
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