Asset Planning Services Inc
Covington, Louisiana
Asset Planning Services Inc, based out of Covington, LA, is a reputable and client-focused investment advisory firm. With over 80 individual clients and a remarkable $279,059,000 in assets under management, they offer comprehensive financial planning and investment strategies to meet their clients' unique needs.
While 401K and individual accounts make up a smaller portion of their assets under management, Asset Planning Services Inc possesses the expertise and capability to effectively manage employer funds. Notably, 86% of the assets they oversee are discretionary, highlighting their ability to make informed investment decisions...
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Assets Under Mgmt
$279.06M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Articles
Articles
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