RIA Intelligence

ASSET PLANNING SERVICES LTD.

CRD #105727 SEC #801-30830 HARLEYSVILLE, PA 215-256-4600
SEC Registered
Total AUM
$815.6M
Discretionary
$811.2M
Employees
19
Clients
101
Accounts
1,255

Firm Details

Organization Type
Other (specify) (S CORPORATION)
State of Formation
Pennsylvania
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2021
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BLACKNEY, KATHERINE, VERONICAIDIRECTOR, ESTATE AND CHARITABLE PLANNINGNA Control
BLACKNEY, KATHERINE, VERONICAIDIRECTOR, ESTATE AND CHARITABLE PLANNINGNA Control
BLACKNEY, KATHERINE, VERONICAIDIRECTOR, ESTATE AND CHARITABLE PLANNINGNA Control
BLACKNEY, KATHERINE, VERONICAIDIRECTOR, ESTATE AND CHARITABLE PLANNINGNA Control
CLARK, CHRISTINE, MARIEIEXECUTIVE VICE PRESIDENTNA
CLARK, CHRISTINE, MARIEIEXECUTIVE VICE PRESIDENTNA
CLARK, CHRISTINE, MARIEIEXECUTIVE VICE PRESIDENTNA
ESQUIRELL, DANIEL, JAMESISENIOR FINANCIAL PLANNER, DIRECTOR OF FINANCIAL PLANNING AND INVESTMENT ADVISORY; BOARD OF DIRECTORSNA Control
ESQUIRELL, DANIEL, JAMESISENIOR FINANCIAL PLANNER, DIRECTOR OF FINANCIAL PLANNING AND INVESTMENT ADVISORY; BOARD OF DIRECTORSNA Control
ESQUIRELL, DANIEL, JAMESISENIOR FINANCIAL PLANNER, DIRECTOR OF FINANCIAL PLANNING AND INVESTMENT ADVISORY; BOARD OF DIRECTORSNA Control
ESQUIRELL, DANIEL, JAMESISENIOR FINANCIAL PLANNER, DIRECTOR OF FINANCIAL PLANNING AND INVESTMENT ADVISORY; BOARD OF DIRECTORSNA Control
HALVORSEN, MICHAEL, ALANIVICE PRES. CORP.SERVICESNA
HALVORSEN, MICHAEL, ALANIVICE PRES. CORP.SERVICESNA
HALVORSEN, MICHAEL, ALANIVICE PRES. CORP.SERVICESNA
HEWITT, MICHELE, LYNIDIRECTOR, TAX PLANNING AND PREPERATIONNA Control
HEWITT, MICHELE, LYNIDIRECTOR, TAX PLANNING AND PREPERATIONNA Control
HEWITT, MICHELE, LYNIDIRECTOR, TAX PLANNING AND PREPERATIONNA Control
HEWITT, MICHELE, LYNIDIRECTOR, TAX PLANNING AND PREPERATIONNA Control
LANDIS, BETHANY, JILLISENIOR FINANCIAL PLANNER, DIRECTOR OF CLIENTS SERVICES; BOARD OF DIRECTORSNA Control
LANDIS, BETHANY, JILLISENIOR FINANCIAL PLANNER, DIRECTOR OF CLIENTS SERVICES; BOARD OF DIRECTORSNA Control
LANDIS, BETHANY, JILLISENIOR FINANCIAL PLANNER, DIRECTOR OF CLIENTS SERVICES; BOARD OF DIRECTORSNA Control
LANDIS, BETHANY, JILLISENIOR FINANCIAL PLANNER, DIRECTOR OF CLIENTS SERVICES; BOARD OF DIRECTORSNA Control
LINDBLOM, MELISSAICHILD OF RICHARD VOLPENA
MORRIS, ERIK, W.ICHIEF COMPLIANCE OFFICERNA Control
MORRIS, ERIK, W.ICHIEF COMPLIANCE OFFICERNA Control
MORRIS, ERIK, W.ICHIEF COMPLIANCE OFFICERNA Control
MORRIS, ERIK, W.ICHIEF COMPLIANCE OFFICERNA Control
MORRIS, ERIK, W.ICHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICERNA Control
MORRIS, ERIK, W.ICHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICERNA Control
MORRIS, ERIK, W.ICHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICERNA Control
MORRIS, ERIK, W.ICHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICERNA Control
MORRIS, ERIK, W.ICHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICERNA Control
MORRIS, ERIK, W.ICHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICERNA Control
ROBERTS, SEAN, MARKIVICE PRES. INVESTMENT ADVNA
ROBERTS, SEAN, MARKIVICE PRES. INVESTMENT ADVNA
ROBERTS, SEAN, MARKIVICE PRES. INVESTMENT ADVNA
VOLPE, MATTHEWICHILD OF RICHARD VOLPENA
VOLPE, MEGANICHILD OF RICHARD VOLPENA
VOLPE, MICHELLEICHILD OF RICHARD VOLPENA
VOLPE, RICHARD, JOHNIPRESIDENT/OWNERE Control
VOLPE, RICHARD, JOHNIPRESIDENT/OWNERE Control
VOLPE, RICHARD, JOHNIPRESIDENT/OWNERE Control
VOLPE, RICHARD, JOHNIPRESIDENT/OWNERD Control
VOLPE, RICHARD, JOHNIPRESIDENT/OWNERD Control
VOLPE, RICHARD, JOHNIPRESIDENT/OWNERD Control
VOLPE, RICHARD, JOHNIPRESIDENT/OWNERD Control
VOLPE, RICHARD, JOHNIPRESIDENT/OWNERD Control
VOLPE, RICHARD, JOHNIPRESIDENT/OWNERD Control
VOLPE, RICHARD, JOHNIPRESIDENT/OWNERD Control
VOLPE, RICHARD, JOHNIPRESIDENT/OWNERC Control
VOLPE, RICHARD, JOHNIPRESIDENT/OWNERC Control
VOLPE, RICHARD, JOHNIPRESIDENT/OWNERC Control
VOLPE, RICHARD, JOHNIPRESIDENT/OWNERC Control
VOLPE, RICHARD, JOHNIPRESIDENT/FOUNDER/CHIEF COMPLIANCE OFFICERC Control
VOLPE, RICHARD, JOHNIPRESIDENT/FOUNDER/CHIEF COMPLIANCE OFFICERC Control
VOLPE, RICHARD, JOHNIPRESIDENT/FOUNDER/CHIEF COMPLIANCE OFFICERC Control
VOLPE, RICHARD, JOHNICHIEF COMPLIANCE OFFICER (5/2021); PRESIDENT/FOUNDER; BOARD OF DIRECTORSC Control
VOLPE, RICHARD, JOHNIPRESIDENT/FOUNDER; BOARD OF DIRECTORSC Control
VOLPE, RICHARD, JOHNIPRESIDENT/FOUNDER; BOARD OF DIRECTORSC Control
CLARK, CHRISTINE, MARIEIEXEC VP, CHIEF COMPLIANCE OFFICERB Control
CLARK, CHRISTINE, MARIEIEXEC VP, CHIEF COMPLIANCE OFFICERB Control
CLARK, CHRISTINE, MARIEIEXEC VP, CHIEF COMPLIANCE OFFICERB Control
CLARK, CHRISTINE, MARIEIEXEC VP, CHIEF COMPLIANCE OFFICERB Control
CLARK, CHRISTINE, MARIEIEXEC VP, CHIEF COMPLIANCE OFFICERB Control
CLARK, CHRISTINE, MARIEIEXEC VP, CHIEF COMPLIANCE OFFICERB Control
CLARK, CHRISTINE, MARIEIEXEC VP, CHIEF COMPLIANCE OFFICERB Control
CLARK, CHRISTINE, MARIEIEXEC VP, CHIEF COMPLIANCE OFFICERB Control
CLARK, CHRISTINE, MARIEIEXEC VP, CHIEF COMPLIANCE OFFICERB Control
CLARK, CHRISTINE, MARIEIEXEC VP, CHIEF COMPLIANCE OFFICERB Control
CLARK, CHRISTINE, MARIEIEXEC VP, CHIEF COMPLIANCE OFFICERB Control
HALVORSEN, MICHAEL, ALANISR. VICE PRESIDENTB Control
HALVORSEN, MICHAEL, ALANISR. VICE PRESIDENTB Control
HALVORSEN, MICHAEL, ALANISR. VICE PRESIDENTB Control
HALVORSEN, MICHAEL, ALANISR. VICE PRESIDENTB Control
HALVORSEN, MICHAEL, ALANISR. VICE PRESIDENTB Control
HALVORSEN, MICHAEL, ALANISR. VICE PRESIDENTB Control
HALVORSEN, MICHAEL, ALANISR. VICE PRESIDENTB Control
HALVORSEN, MICHAEL, ALANISR. VICE PRESIDENTB Control
HALVORSEN, MICHAEL, ALANISR. VICE PRESIDENTB Control
HALVORSEN, MICHAEL, ALANISR. VICE PRESIDENTB Control
HALVORSEN, MICHAEL, ALANISR. VICE PRESIDENTB Control
HALVORSEN, MICHAEL, ALANISR. VICE PRESIDENTB Control
HALVORSEN, MICHAEL, ALANISR. VICE PRESIDENTB Control
HALVORSEN, MICHAEL, ALANISR. VICE PRESIDENTB Control
HALVORSEN, MICHAEL, ALANISR. VICE PRESIDENTB Control
HALVORSEN, MICHAEL, ALANISR. VICE PRESIDENTB Control
HALVORSEN, MICHAEL, ALANISR. VICE PRESIDENTB Control
HALVORSEN, MICHAEL, ALANISR. VICE PRESIDENTB Control
HALVORSEN, MICHAEL, ALANISR. VICE PRESIDENTB Control
HALVORSEN, MICHAEL, ALANISR. VICE PRESIDENTB Control
HALVORSEN, MICHAEL, ALANISR. VICE PRESIDENTB Control
HALVORSEN, MICHAEL, ALANISR. VICE PRESIDENTB Control
HALVORSEN, MICHAEL, ALANISR. VICE PRESIDENTB Control
HALVORSEN, MICHAEL, ALANIFORMER EMPLOYEEB
LINDBLOM, MELISSAICHILD OF RICHARD VOLPEB
LINDBLOM, MELISSAICHILD OF RICHARD VOLPEB
RHODES, MICHELLEICHILD OF RICHARD VOLPEB
RHODES, MICHELLEICHILD OF RICHARD VOLPEB
RHODES, MICHELLEICHILD OF RICHARD VOLPEB
RHODES, MICHELLEICHILD OF RICHARD VOLPEB
RHODES, MICHELLEICHILD OF RICHARD VOLPEB
RHODES, MICHELLEICHILD OF RICHARD VOLPEB
RHODES, MICHELLEICHILD OF RICHARD VOLPEB
RHODES, MICHELLEICHILD OF RICHARD VOLPEB
RHODES, MICHELLEICHILD OF RICHARD VOLPEB
RHODES, MICHELLEICHILD OF RICHARD VOLPEB
RHODES, MICHELLEICHILD OF RICHARD VOLPEB
RHODES, MICHELLEICHILD OF RICHARD VOLPEB
RHODES, MICHELLEICHILD OF RICHARD VOLPEB
RHODES, MICHELLEICHILD OF RICHARD VOLPEB
RHODES, MICHELLEICHILD OF RICHARD VOLPEB
ROBERTS, SEAN, MARKICHIEF INVESTMENT OFFICERB Control
ROBERTS, SEAN, MARKICHIEF INVESTMENT OFFICERB Control
ROBERTS, SEAN, MARKICHIEF INVESTMENT OFFICERB Control
ROBERTS, SEAN, MARKICHIEF INVESTMENT OFFICERB Control
ROBERTS, SEAN, MARKICHIEF INVESTMENT OFFICERB Control
ROBERTS, SEAN, MARKICHIEF INVESTMENT OFFICERB Control
ROBERTS, SEAN, MARKICHIEF INVESTMENT OFFICERB Control
ROBERTS, SEAN, MARKICHIEF INVESTMENT OFFICERB Control
ROBERTS, SEAN, MARKICHIEF INVESTMENT OFFICERB Control
ROBERTS, SEAN, MARKICHIEF INVESTMENT OFFICERB Control
ROBERTS, SEAN, MARKICHIEF INVESTMENT OFFICERB Control
ROBERTS, SEAN, MARKICHIEF INVESTMENT OFFICERB Control
ROBERTS, SEAN, MARKICHIEF INVESTMENT OFFICERB Control
ROBERTS, SEAN, MARKICHIEF INVESTMENT OFFICERB Control
ROBERTS, SEAN, MARKICHIEF INVESTMENT OFFICERB Control
ROBERTS, SEAN, MARKICHIEF INVESTMENT OFFICERB Control
ROBERTS, SEAN, MARKICHIEF INVESTMENT OFFICERB Control
ROBERTS, SEAN, MARKICHIEF INVESTMENT OFFICERB Control
ROBERTS, SEAN, MARKICHIEF INVESTMENT OFFICERB Control
ROBERTS, SEAN, MARKICHIEF INVESTMENT OFFICERB Control
ROBERTS, SEAN, MARKICHIEF INVESTMENT OFFICERB Control
ROBERTS, SEAN, MARKICHIEF INVESTMENT OFFICERB Control
ROBERTS, SEAN, MARKICHIEF INVESTMENT OFFICERB Control
ROBERTS, SEAN, MARKICHIEF INVESTMENT OFFICERB Control
ROBERTS, SEAN, MARKICHIEF INVESTMENT OFFICERB Control
ROBERTS, SEAN, MARKICHIEF INVESTMENT OFFICER; BOARD OF DIRECTORSB Control
ROBERTS, SEAN, MARKICHIEF INVESTMENT OFFICER; BOARD OF DIRECTORSB Control
ROBERTS, SEAN, MARKICHIEF INVESTMENT OFFICER; BOARD OF DIRECTORSB Control
ROBERTS, SEAN, MARKICHIEF INVESTMENT OFFICER; BOARD OF DIRECTORSB Control
VOLPE, MATTHEWICHILD OF RICHARD VOLPEB
VOLPE, MATTHEWICHILD OF RICHARD VOLPEB
VOLPE, MATTHEWICHILD OF RICHARD VOLPEB
VOLPE, MATTHEWICHILD OF RICHARD VOLPEB
VOLPE, MATTHEWICHILD OF RICHARD VOLPEB
VOLPE, MATTHEWICHILD OF RICHARD VOLPEB
VOLPE, MATTHEWICHILD OF RICHARD VOLPEB
VOLPE, MATTHEWICHILD OF RICHARD VOLPEB
VOLPE, MATTHEWICHILD OF RICHARD VOLPEB
VOLPE, MATTHEWICHILD OF RICHARD VOLPEB
VOLPE, MATTHEWICHILD OF RICHARD VOLPEB
VOLPE, MATTHEWICHILD OF RICHARD VOLPEB
VOLPE, MATTHEWICHILD OF RICHARD VOLPEB
VOLPE, MATTHEWICHILD OF RICHARD VOLPEB
VOLPE, MATTHEWICHILD OF RICHARD VOLPEB
VOLPE, MATTHEWICHILD OF RICHARD VOLPEB
VOLPE, MATTHEWICHILD OF RICHARD VOLPEB
VOLPE, MATTHEWICHILD OF RICHARD VOLPEB
VOLPE, MATTHEWICHILD OF RICHARD VOLPEB
VOLPE, MATTHEWICHILD OF RICHARD VOLPEB
VOLPE, MATTHEWICHILD OF RICHARD VOLPEB
VOLPE, MATTHEWICHILD OF RICHARD VOLPEB
VOLPE, MEGANICHILD OF RICHARD VOLPEB
VOLPE, MEGANICHILD OF RICHARD VOLPEB
VOLPE, MEGANICHILD OF RICHARD VOLPEB
VOLPE, MEGANICHILD OF RICHARD VOLPEB
VOLPE, MEGANICHILD OF RICHARD VOLPEB
VOLPE, MEGANICHILD OF RICHARD VOLPEB
VOLPE, MEGANICHILD OF RICHARD VOLPEB
VOLPE, MEGANICHILD OF RICHARD VOLPEB
VOLPE, MEGANICHILD OF RICHARD VOLPEB
VOLPE, MEGANICHILD OF RICHARD VOLPEB
VOLPE, MEGANICHILD OF RICHARD VOLPEB
VOLPE, MEGANICHILD OF RICHARD VOLPEB
VOLPE, MEGANICHILD OF RICHARD VOLPEB
VOLPE, MEGANICHILD OF RICHARD VOLPEB
VOLPE, MEGANICHILD OF RICHARD VOLPEB
VOLPE, MEGANICHILD OF RICHARD VOLPEB
VOLPE, MEGANICHILD OF RICHARD VOLPEB
VOLPE, MEGANICHILD OF RICHARD VOLPEB
VOLPE, MEGANICHILD OF RICHARD VOLPEB
VOLPE, MEGANICHILD OF RICHARD VOLPEB
VOLPE, MEGANICHILD OF RICHARD VOLPEB
VOLPE, MEGANICHILD OF RICHARD VOLPEB
VOLPE, MELISSAICHILD OF RICHARD VOLPEB
VOLPE, MELISSAICHILD OF RICHARD VOLPEB
VOLPE, MELISSAICHILD OF RICHARD VOLPEB
VOLPE, MELISSAICHILD OF RICHARD VOLPEB
VOLPE, MELISSAICHILD OF RICHARD VOLPEB
VOLPE, MELISSAICHILD OF RICHARD VOLPEB
VOLPE, MELISSAICHILD OF RICHARD VOLPEB
VOLPE, MELISSAICHILD OF RICHARD VOLPEB
VOLPE, MELISSAICHILD OF RICHARD VOLPEB
VOLPE, MELISSAICHILD OF RICHARD VOLPEB
VOLPE, MELISSAICHILD OF RICHARD VOLPEB
VOLPE, MELISSAICHILD OF RICHARD VOLPEB
VOLPE, MELISSAICHILD OF RICHARD VOLPEB
VOLPE, MELISSAICHILD OF RICHARD VOLPEB
VOLPE, MELISSAICHILD OF RICHARD VOLPEB
VOLPE, MELISSAICHILD OF RICHARD VOLPEB
VOLPE, MELISSAICHILD OF RICHARD VOLPEB
VOLPE, MELISSAICHILD OF RICHARD VOLPEB
VOLPE, MELISSAICHILD OF RICHARD VOLPEB
VOLPE, MELISSAICHILD OF RICHARD VOLPEB
VOLPE, MICHELLEICHILD OF RICHARD VOLPEB
VOLPE, MICHELLEICHILD OF RICHARD VOLPEB
VOLPE, MICHELLEICHILD OF RICHARD VOLPEB
VOLPE, MICHELLEICHILD OF RICHARD VOLPEB
VOLPE, MICHELLEICHILD OF RICHARD VOLPEB
VOLPE, MICHELLEICHILD OF RICHARD VOLPEB
VOLPE, MICHELLEICHILD OF RICHARD VOLPEB
VOLPE, RICHARD, JOHNIPRESIDENT/FOUNDER/CHIEF COMPLIANCE OFFICERB Control
VOLPE, RICHARD, JOHNIPRESIDENT/FOUNDER/CHIEF COMPLIANCE OFFICERB Control
VOLPE, RICHARD, JOHNIPRESIDENT/FOUNDER/CHIEF COMPLIANCE OFFICERB Control
VOLPE, RICHARD, JOHNIPRESIDENT/FOUNDERB Control
VOLPE, RICHARD, JOHNIPRESIDENT/FOUNDER/CHIEF COMPLIANCE OFFICERB Control
VOLPE, RICHARD, JOHNIPRESIDENT/FOUNDERB Control
VOLPE, RICHARD, JOHNIPRESIDENT/FOUNDERB Control
VOLPE, RICHARD, JOHNIPRESIDENT/FOUNDERB Control
VOLPE, RICHARD, JOHNIPRESIDENT/FOUNDERB Control
VOLPE, RICHARD, JOHNIPRESIDENT/FOUNDERB Control
VOLPE, RICHARD, JOHNIPRESIDENT/FOUNDERB Control
VOLPE, RICHARD, JOHNIPRESIDENT/FOUNDER; BOARD OF DIRECTORSB Control
HALVORSEN, MICHAEL, ALANIVICE PRES. CORP.SERVICESA Control
HALVORSEN, MICHAEL, ALANIVICE PRES. CORP.SERVICESA Control

Registrations

Federal

IA
Mar 31, 2021 REGISTERED

Notice Filings (12)

AZ CA FL LA NE NH NJ NV PA SC TX WA

Address

162 MAIN STREET
HARLEYSVILLE, PA 19438
United States
Phone: 215-256-4600