CENTER FOR FINANCIAL PLANNING
Legal name: THE CENTER FOR FINANCIAL PLANNING
CRD #108472 SEC #801-56749 ALBANY, NY 518-452-4394
SEC Registered
Total AUM
$45.4M
Discretionary
$45.4M
Employees
5
Clients
101
Accounts
414
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2007 | $50M | $50M | $0 | 5 | -- |
| Mar 2006 | $41.5M | $41.5M | $0 | 5 | -- |
| Sep 2005 | $45.4M | $45.4M | $0 | 5 | -- |
| Mar 2004 | $47M | $47M | $0 | 5 | -- |
| Apr 2002 | $53M | $53M | $0 | 5 | -- |
DateMar 2007
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$41.5M
Discretionary$41.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$45.4M
Discretionary$45.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$47M
Discretionary$47M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$53M
Discretionary$53M
Non-Disc.$0
Employees5
Clients--