FOLLOWTHRU PLANNING ASSOCIATES LLC

FOLLOWTHRU PLANNING ASSOCIATES LLC is an SEC-registered investment adviser (CRD 145730). Regulatory assets under management: $1.5M.

Registration

• CRD: 145730
• Type: Registered investment adviser
• Phone: 718-627-2809
• Latest filing: 2026-03-31
• Regulatory AUM: $1.5M
• Discretionary AUM: $654K
• Non-discretionary AUM: $827K
• Clients: 1
• Accounts: 19

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 145730 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search