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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2021 | $815.6M | $811.2M | $4.4M | 18 | 1 |
| Mar 2021 | $815.6M | $811.2M | $4.4M | 19 | 1 |
| Jan 2021 | $866.8M | $860.5M | $6.3M | 16 | 1 |
| Nov 2020 | $866.8M | $860.5M | $6.3M | 16 | 1 |
| Jun 2020 | $866.8M | $860.5M | $6.3M | 18 | 1 |
| Mar 2020 | $866.8M | $860.5M | $6.3M | 18 | 1 |
| Oct 2019 | $762M | $748.2M | $13.8M | 20 | 2 |
| Feb 2019 | $762M | $748.2M | $13.8M | 20 | 2 |
| Mar 2018 | $804.1M | $774.1M | $30M | 18 | 1 |
| Mar 2018 | $728.1M | $602.9M | $125.3M | 19 | 2 |
| Dec 2017 | $728.1M | $602.9M | $125.3M | 19 | 2 |
| Mar 2017 | $728.1M | $602.9M | $125.3M | 19 | 400 |
| Jan 2017 | $719.4M | $589.8M | $129.7M | 19 | 300 |
| Dec 2016 | $719.4M | $589.8M | $129.7M | 19 | 300 |
| Nov 2016 | $859.7M | $0 | $859.7M | 13 | 300 |
| Mar 2016 | $859.7M | $0 | $859.7M | 13 | 300 |
| Dec 2015 | $880.8M | $0 | $880.8M | 15 | 300 |
| Feb 2015 | $880.8M | $0 | $880.8M | 14 | 300 |
| Jun 2014 | $839.9M | $0 | $839.9M | 14 | 300 |
| Mar 2014 | $839.9M | $0 | $839.9M | 13 | 300 |
| Apr 2013 | $713.1M | $0 | $713.1M | 12 | 300 |
| Mar 2013 | $713.1M | $0 | $713.1M | 12 | 300 |
| Feb 2012 | $641M | $0 | $641M | 11 | 300 |
| Mar 2011 | $604.6M | $0 | $604.6M | -- | -- |
| Mar 2010 | $537.5M | $0 | $537.5M | -- | -- |
| Mar 2007 | $495.2M | $470.7M | $24.5M | -- | -- |
| Jan 2006 | $418.9M | $0 | $418.9M | 5 | -- |
| Mar 2004 | $288.5M | $0 | $288.5M | 5 | -- |
| Mar 2002 | $241.2M | $0 | $241.2M | 10 | -- |
| Mar 2002 | $241.2M | $0 | $241.2M | 10 | -- |
DateMay 2021
Total AUM$815.6M
Discretionary$811.2M
Non-Disc.$4.4M
Employees18
Clients1
DateMar 2021
Total AUM$815.6M
Discretionary$811.2M
Non-Disc.$4.4M
Employees19
Clients1
DateJan 2021
Total AUM$866.8M
Discretionary$860.5M
Non-Disc.$6.3M
Employees16
Clients1
DateNov 2020
Total AUM$866.8M
Discretionary$860.5M
Non-Disc.$6.3M
Employees16
Clients1
DateJun 2020
Total AUM$866.8M
Discretionary$860.5M
Non-Disc.$6.3M
Employees18
Clients1
DateMar 2020
Total AUM$866.8M
Discretionary$860.5M
Non-Disc.$6.3M
Employees18
Clients1
DateOct 2019
Total AUM$762M
Discretionary$748.2M
Non-Disc.$13.8M
Employees20
Clients2
DateFeb 2019
Total AUM$762M
Discretionary$748.2M
Non-Disc.$13.8M
Employees20
Clients2
DateMar 2018
Total AUM$804.1M
Discretionary$774.1M
Non-Disc.$30M
Employees18
Clients1
DateMar 2018
Total AUM$728.1M
Discretionary$602.9M
Non-Disc.$125.3M
Employees19
Clients2
DateDec 2017
Total AUM$728.1M
Discretionary$602.9M
Non-Disc.$125.3M
Employees19
Clients2
DateMar 2017
Total AUM$728.1M
Discretionary$602.9M
Non-Disc.$125.3M
Employees19
Clients400
DateJan 2017
Total AUM$719.4M
Discretionary$589.8M
Non-Disc.$129.7M
Employees19
Clients300
DateDec 2016
Total AUM$719.4M
Discretionary$589.8M
Non-Disc.$129.7M
Employees19
Clients300
DateNov 2016
Total AUM$859.7M
Discretionary$0
Non-Disc.$859.7M
Employees13
Clients300
DateMar 2016
Total AUM$859.7M
Discretionary$0
Non-Disc.$859.7M
Employees13
Clients300
DateDec 2015
Total AUM$880.8M
Discretionary$0
Non-Disc.$880.8M
Employees15
Clients300
DateFeb 2015
Total AUM$880.8M
Discretionary$0
Non-Disc.$880.8M
Employees14
Clients300
DateJun 2014
Total AUM$839.9M
Discretionary$0
Non-Disc.$839.9M
Employees14
Clients300
DateMar 2014
Total AUM$839.9M
Discretionary$0
Non-Disc.$839.9M
Employees13
Clients300
DateApr 2013
Total AUM$713.1M
Discretionary$0
Non-Disc.$713.1M
Employees12
Clients300
DateMar 2013
Total AUM$713.1M
Discretionary$0
Non-Disc.$713.1M
Employees12
Clients300
DateFeb 2012
Total AUM$641M
Discretionary$0
Non-Disc.$641M
Employees11
Clients300
DateMar 2011
Total AUM$604.6M
Discretionary$0
Non-Disc.$604.6M
Employees--
Clients--
DateMar 2010
Total AUM$537.5M
Discretionary$0
Non-Disc.$537.5M
Employees--
Clients--
DateMar 2007
Total AUM$495.2M
Discretionary$470.7M
Non-Disc.$24.5M
Employees--
Clients--
DateJan 2006
Total AUM$418.9M
Discretionary$0
Non-Disc.$418.9M
Employees5
Clients--
DateMar 2004
Total AUM$288.5M
Discretionary$0
Non-Disc.$288.5M
Employees5
Clients--
DateMar 2002
Total AUM$241.2M
Discretionary$0
Non-Disc.$241.2M
Employees10
Clients--
DateMar 2002
Total AUM$241.2M
Discretionary$0
Non-Disc.$241.2M
Employees10
Clients--