ASSET PLANNING CORPORATION

ASSET PLANNING CORPORATION of W. PALM BEACH, FL is an SEC-registered investment adviser (CRD 126242). Regulatory assets under management: $104.4M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Other.

Officers, owners & control persons (4)

NameRoleLocation
Renee Suzanne PostPRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER
Louis James MacloskeyFOUNDER
MACLOSKEY LOUIS JAMESCHIEF COMPLIANCE OFFICER/PRESIDENT/DIRECTOR; FOUNDER; PRESIDENT (+2 more)
POST RENEE SUZANNEPRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER; VICE PRESIDENT (+1 more)

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