ADVISORS TRUST PLANNING AND INVESTMENT COMPANY

ADVISORS TRUST PLANNING AND INVESTMENT COMPANY of NAPLES, FL is an SEC-registered investment adviser (CRD 142282). Regulatory assets under management: $15.6M.

Registration

• CRD: 142282
• Type: Registered investment adviser
• Location: 1185 IMMOKALEE ROAD, SUITE #120, NAPLES, FL, 34110
• Phone: 239-434-7500
• Latest filing: 2026-03-27
• Regulatory AUM: $15.6M
• Non-discretionary AUM: $15.6M
• Clients: 3
• Accounts: 3

Business model

Compensation: % of AUM, Other.

Clients served: Individuals, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142282 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search