# AI PLAN SERVICES, INC.

AI PLAN SERVICES, INC. of GREENWICH, CT is an SEC-registered investment adviser.

## Registration

- CRD: 129626
- Type: SEC-registered investment adviser
- SEC file number: 801-62616
- Location: 125 GREENWICH AVENUE, GREENWICH, CT, 06830
- Phone: 203-629-5014
- Latest filing: 2004-01-29
- Clients: 1

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| CIOCCA ANTONIO AMERICO | PRESIDENT AND TREASURER | — |
| GOODING STEWART ALLEN | SECRETARY | — |
| ENGELS VELMA B | COMMON STOCK SHAREHOLDER | — |
| SKAFF DANIEL LAWRENCE | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/129626/brochure
- Similar advisers: https://search.stillhousedata.com/firm/129626/similar
- Related entities: https://search.stillhousedata.com/firm/129626/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/129626

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.