FINANCIAL PLANNING ANALYSTS, LLC
FINANCIAL PLANNING ANALYSTS, LLC of MELVILLE, NY is an SEC-registered investment adviser (CRD 121338). Regulatory assets under management: $25.7M.
Registration
- CRD: 121338
- SEC file number: 801-61351
- Type: Registered investment adviser
- Location: 734 WALT WHITMAN RD, MELVILLE, NY, 11747
- Phone: 631-423-8800
- Latest filing: 2022-04-27
- Regulatory AUM: $25.7M
- Discretionary AUM: $25.7M
- Clients: 1
- Accounts: 64
Business model
Compensation: % of AUM.
Clients served: Individuals, High net worth.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| BRODY MARK STEWART | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
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