ASSET PLANNING SERVICES INC
CRD #104715 SEC #801-29419 COVINGTON, LA 985-867-8679
SEC Registered
Total AUM
$345.7M
Discretionary
$300M
Employees
4
Clients
101
Accounts
563
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $345.7M | $300M | $45.6M | 4 | 0 |
| Feb 2024 | $289.7M | $246.5M | $43.2M | 5 | 0 |
| Feb 2023 | $279.1M | $239.7M | $39.4M | 6 | 0 |
| Feb 2022 | $313.6M | $267.1M | $46.5M | 6 | 0 |
| Jul 2021 | $279.3M | $240M | $39.3M | 6 | 0 |
| Feb 2021 | $279.3M | $240M | $39.3M | 6 | 0 |
| May 2020 | $282.3M | $247M | $35.2M | 6 | 0 |
| Feb 2020 | $282.3M | $247M | $35.2M | 6 | 0 |
| Mar 2019 | $250.2M | $219.7M | $30.6M | 8 | 0 |
| Jun 2018 | $273.3M | $235.3M | $38M | 7 | 0 |
| Jun 2018 | $273.3M | $235.3M | $38M | 8 | 0 |
| Apr 2018 | $273.3M | $235.3M | $38M | 7 | 0 |
| Mar 2018 | $273.3M | $235.3M | $38M | 7 | 0 |
| Feb 2017 | $247.8M | $213.2M | $34.7M | 7 | 200 |
| Feb 2017 | $247.8M | $213.2M | $34.7M | 7 | 200 |
| Feb 2017 | $221M | $189.6M | $31.4M | 7 | 300 |
| Jul 2016 | $221M | $189.6M | $31.4M | 7 | 300 |
| Jul 2016 | $221M | $189.6M | $31.4M | 7 | 300 |
| Jun 2016 | $221M | $189.6M | $31.4M | 7 | 300 |
| Mar 2016 | $221M | $189.6M | $31.4M | 7 | 300 |
| Mar 2016 | $221M | $189.6M | $31.4M | 7 | 300 |
| Mar 2016 | $221M | $189.6M | $31.4M | 7 | 300 |
| Jun 2015 | $216.5M | $183.9M | $32.6M | 5 | 300 |
| Feb 2015 | $216.5M | $183.9M | $32.6M | 5 | 300 |
| Mar 2014 | $207.5M | $180.6M | $26.9M | 5 | 400 |
| Oct 2013 | $222.3M | $192.1M | $30.2M | 5 | 400 |
| Feb 2013 | $222.3M | $192.1M | $30.2M | 7 | 400 |
| Feb 2012 | $202.3M | $176.2M | $26.1M | 6 | 400 |
| Feb 2011 | $190.7M | $163.8M | $26.9M | 10 | -- |
| Jan 2011 | $190.7M | $163.8M | $26.9M | 10 | -- |
| Jan 2010 | $181.6M | $155.9M | $25.6M | 10 | -- |
| Mar 2009 | $170.6M | $147.8M | $22.8M | 10 | -- |
| Mar 2009 | $173.4M | $150.6M | $22.8M | 10 | -- |
| Feb 2009 | $175.7M | $152.9M | $22.8M | 10 | -- |
| Feb 2007 | $210.4M | $196.1M | $14.3M | 10 | -- |
| Mar 2006 | $182.1M | $171.2M | $10.9M | 10 | -- |
| Feb 2006 | $182.1M | $171.2M | $10.9M | 10 | -- |
| Oct 2003 | $132.1M | $123.7M | $8.4M | 10 | -- |
DateFeb 2025
Total AUM$345.7M
Discretionary$300M
Non-Disc.$45.6M
Employees4
Clients0
DateFeb 2024
Total AUM$289.7M
Discretionary$246.5M
Non-Disc.$43.2M
Employees5
Clients0
DateFeb 2023
Total AUM$279.1M
Discretionary$239.7M
Non-Disc.$39.4M
Employees6
Clients0
DateFeb 2022
Total AUM$313.6M
Discretionary$267.1M
Non-Disc.$46.5M
Employees6
Clients0
DateJul 2021
Total AUM$279.3M
Discretionary$240M
Non-Disc.$39.3M
Employees6
Clients0
DateFeb 2021
Total AUM$279.3M
Discretionary$240M
Non-Disc.$39.3M
Employees6
Clients0
DateMay 2020
Total AUM$282.3M
Discretionary$247M
Non-Disc.$35.2M
Employees6
Clients0
DateFeb 2020
Total AUM$282.3M
Discretionary$247M
Non-Disc.$35.2M
Employees6
Clients0
DateMar 2019
Total AUM$250.2M
Discretionary$219.7M
Non-Disc.$30.6M
Employees8
Clients0
DateJun 2018
Total AUM$273.3M
Discretionary$235.3M
Non-Disc.$38M
Employees7
Clients0
DateJun 2018
Total AUM$273.3M
Discretionary$235.3M
Non-Disc.$38M
Employees8
Clients0
DateApr 2018
Total AUM$273.3M
Discretionary$235.3M
Non-Disc.$38M
Employees7
Clients0
DateMar 2018
Total AUM$273.3M
Discretionary$235.3M
Non-Disc.$38M
Employees7
Clients0
DateFeb 2017
Total AUM$247.8M
Discretionary$213.2M
Non-Disc.$34.7M
Employees7
Clients200
DateFeb 2017
Total AUM$247.8M
Discretionary$213.2M
Non-Disc.$34.7M
Employees7
Clients200
DateFeb 2017
Total AUM$221M
Discretionary$189.6M
Non-Disc.$31.4M
Employees7
Clients300
DateJul 2016
Total AUM$221M
Discretionary$189.6M
Non-Disc.$31.4M
Employees7
Clients300
DateJul 2016
Total AUM$221M
Discretionary$189.6M
Non-Disc.$31.4M
Employees7
Clients300
DateJun 2016
Total AUM$221M
Discretionary$189.6M
Non-Disc.$31.4M
Employees7
Clients300
DateMar 2016
Total AUM$221M
Discretionary$189.6M
Non-Disc.$31.4M
Employees7
Clients300
DateMar 2016
Total AUM$221M
Discretionary$189.6M
Non-Disc.$31.4M
Employees7
Clients300
DateMar 2016
Total AUM$221M
Discretionary$189.6M
Non-Disc.$31.4M
Employees7
Clients300
DateJun 2015
Total AUM$216.5M
Discretionary$183.9M
Non-Disc.$32.6M
Employees5
Clients300
DateFeb 2015
Total AUM$216.5M
Discretionary$183.9M
Non-Disc.$32.6M
Employees5
Clients300
DateMar 2014
Total AUM$207.5M
Discretionary$180.6M
Non-Disc.$26.9M
Employees5
Clients400
DateOct 2013
Total AUM$222.3M
Discretionary$192.1M
Non-Disc.$30.2M
Employees5
Clients400
DateFeb 2013
Total AUM$222.3M
Discretionary$192.1M
Non-Disc.$30.2M
Employees7
Clients400
DateFeb 2012
Total AUM$202.3M
Discretionary$176.2M
Non-Disc.$26.1M
Employees6
Clients400
DateFeb 2011
Total AUM$190.7M
Discretionary$163.8M
Non-Disc.$26.9M
Employees10
Clients--
DateJan 2011
Total AUM$190.7M
Discretionary$163.8M
Non-Disc.$26.9M
Employees10
Clients--
DateJan 2010
Total AUM$181.6M
Discretionary$155.9M
Non-Disc.$25.6M
Employees10
Clients--
DateMar 2009
Total AUM$170.6M
Discretionary$147.8M
Non-Disc.$22.8M
Employees10
Clients--
DateMar 2009
Total AUM$173.4M
Discretionary$150.6M
Non-Disc.$22.8M
Employees10
Clients--
DateFeb 2009
Total AUM$175.7M
Discretionary$152.9M
Non-Disc.$22.8M
Employees10
Clients--
DateFeb 2007
Total AUM$210.4M
Discretionary$196.1M
Non-Disc.$14.3M
Employees10
Clients--
DateMar 2006
Total AUM$182.1M
Discretionary$171.2M
Non-Disc.$10.9M
Employees10
Clients--
DateFeb 2006
Total AUM$182.1M
Discretionary$171.2M
Non-Disc.$10.9M
Employees10
Clients--
DateOct 2003
Total AUM$132.1M
Discretionary$123.7M
Non-Disc.$8.4M
Employees10
Clients--