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The Financial Planning Center
THE FINANCIAL PLANNING CENTER, LLC is a state-registered investment adviser in SCHOOLEYS MOUNTAIN, NJ. The firm manages $27 million in assets, $26 million on...
Overview
THE FINANCIAL PLANNING CENTER, LLC is a state-registered investment adviser in SCHOOLEYS MOUNTAIN, NJ. The firm manages $27 million in assets, $26 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Frequently asked questions
Who controls investment decisions at the firm?
The identity of the principals making investment decisions is not publicly disclosed. Most family offices of this type concentrate authority in either a single family member serving as chief investment officer or a small internal investment committee. No named executives, board members, or investment leads have surfaced through public filings, media reports, or professional network profiles tied to the firm.
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