JULIEN PLANNING, LLC

JULIEN PLANNING, LLC of HACKENSACK, NJ is an SEC-registered investment adviser (CRD 285994). Regulatory assets under management: $37.0M.

Registration

• CRD: 285994
• Type: Registered investment adviser
• Location: TWO UNIVERSITY PLAZA, HACKENSACK, NJ, 07601
• Phone: 201-489-4890
• Latest filing: 2026-02-18
• Regulatory AUM: $37.0M
• Discretionary AUM: $37.0M
• Clients: 1
• Accounts: 77

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 285994 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search