FINANCIAL PLANNING SERVICES, INC
Legal name: FINANCIAL PLANNING SERVICES, INC.
CRD #108025 SEC #801-112781 RALEIGH, NC 919-676-2806
SEC Registered
Total AUM
$141.5M
Discretionary
$141.5M
Employees
1
Clients
11
Accounts
277
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2020 | $141.5M | $141.5M | $0 | 1 | 0 |
| Mar 2020 | $141.5M | $141.5M | $0 | 1 | 0 |
| May 2019 | $112.9M | $112.9M | $0 | 1 | 0 |
| Mar 2019 | $112.9M | $112.9M | $0 | 1 | 0 |
| Mar 2018 | $121.6M | $121.6M | $0 | 1 | 0 |
| Apr 2012 | $67.5M | $67.5M | $0 | 1 | 200 |
| Mar 2012 | $67.5M | $67.5M | $0 | 1 | 200 |
| Jan 2012 | $67.5M | $67.5M | $0 | 1 | 200 |
| Mar 2011 | $64M | $64M | $0 | 5 | -- |
| Jan 2010 | $61.6M | $61.6M | $0 | 5 | -- |
| Jan 2008 | $54.4M | $54.4M | $0 | 5 | -- |
| Jan 2007 | $50.2M | $50.2M | $0 | 5 | -- |
| Dec 2006 | $45.5M | $45.5M | $0 | 5 | -- |
DateMay 2020
Total AUM$141.5M
Discretionary$141.5M
Non-Disc.$0
Employees1
Clients0
DateMar 2020
Total AUM$141.5M
Discretionary$141.5M
Non-Disc.$0
Employees1
Clients0
DateMay 2019
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees1
Clients0
DateMar 2019
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees1
Clients0
DateMar 2018
Total AUM$121.6M
Discretionary$121.6M
Non-Disc.$0
Employees1
Clients0
DateApr 2012
Total AUM$67.5M
Discretionary$67.5M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$67.5M
Discretionary$67.5M
Non-Disc.$0
Employees1
Clients200
DateJan 2012
Total AUM$67.5M
Discretionary$67.5M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$64M
Discretionary$64M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$61.6M
Discretionary$61.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$54.4M
Discretionary$54.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$50.2M
Discretionary$50.2M
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$45.5M
Discretionary$45.5M
Non-Disc.$0
Employees5
Clients--