FINANCIAL PLANNING ASSOCIATES, INC.

FINANCIAL PLANNING ASSOCIATES, INC. of TARRYTOWN, NY is an SEC-registered investment adviser (CRD 112357). Regulatory assets under management: $58.8M.

Registration

• CRD: 112357
• SEC file number: 801-66586
• Type: Registered investment adviser
• Location: 777 OLD SAW MILL RIVER ROAD SUITE 240, TARRYTOWN, NY, 10591
• Phone: 914-347-8800
• Latest filing: 2011-03-04
• Regulatory AUM: $58.8M
• Discretionary AUM: $55.5M
• Non-discretionary AUM: $3.4M
• Clients: 6
• Accounts: 463

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 112357 on SEC IAPD (source of record)
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