ASSET & FINANCIAL PLANNING, LTD
CRD #110709 SEC #801-20784 POUGHKEEPSIE, NY 845-485-3338
SEC Registered
Total AUM
$589.9M
Discretionary
$589.9M
Employees
51
Clients
11
Accounts
3,946
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2014 | $316.9M | $316.9M | $0 | 90 | 2,395 |
| Feb 2014 | $316.9M | $316.9M | $0 | 90 | 2,395 |
| Dec 2013 | $316.9M | $316.9M | $0 | 90 | 2,395 |
| Dec 2013 | $316.9M | $316.9M | $0 | 90 | 2,395 |
| Oct 2013 | $316.9M | $316.9M | $0 | 90 | 2,395 |
| Jun 2013 | $456M | $456M | $0 | 90 | 2,982 |
| May 2013 | $456M | $456M | $0 | 90 | 2,982 |
| Sep 2012 | $456M | $456M | $0 | 51 | 2,982 |
| Jul 2012 | $589.9M | $589.9M | $0 | 51 | 2,982 |
| May 2012 | $589.9M | $589.9M | $0 | 51 | 2,982 |
| Apr 2012 | $589.9M | $589.9M | $0 | 51 | 2,982 |
| Aug 2011 | $461.8M | $0 | $461.8M | 51 | -- |
| Nov 2010 | $461.8M | $0 | $461.8M | 51 | -- |
| Oct 2010 | $461.8M | $0 | $461.8M | 51 | -- |
| Oct 2010 | $461.8M | $0 | $461.8M | 51 | -- |
| Oct 2010 | $461.8M | $0 | $461.8M | 51 | -- |
| Aug 2010 | $461.8M | $0 | $461.8M | 51 | -- |
| Oct 2009 | $461.8M | $0 | $461.8M | 51 | -- |
| Mar 2008 | $629.6M | $629.6M | $0 | 51 | -- |
| Sep 2007 | $629.6M | $629.6M | $0 | 51 | -- |
| Feb 2007 | $602.3M | $602.3M | $0 | 51 | -- |
| Jan 2007 | $602.3M | $602.3M | $0 | 51 | -- |
| Dec 2006 | $602.3M | $602.3M | $0 | 51 | -- |
| Mar 2006 | $518.4M | $518.4M | $0 | 51 | -- |
| Jan 2006 | $518.4M | $518.4M | $0 | 51 | -- |
| Nov 2005 | $518.4M | $518.4M | $0 | -- | -- |
| Sep 2005 | $428.1M | $428.1M | $0 | -- | -- |
| Sep 2005 | $428.1M | $428.1M | $0 | -- | -- |
| Jun 2005 | $428.1M | $428.1M | $0 | -- | -- |
| Jun 2005 | $428.1M | $428.1M | $0 | -- | -- |
| Jun 2005 | $428.1M | $428.1M | $0 | -- | -- |
| Jan 2005 | $428.1M | $428.1M | $0 | 10 | -- |
| Oct 2001 | $169.2M | $169.2M | $0 | 10 | -- |
| Jul 2001 | $124.9M | $124.9M | $0 | 10 | -- |
| May 2001 | $124.9M | $124.9M | $0 | 10 | -- |
DateMar 2014
Total AUM$316.9M
Discretionary$316.9M
Non-Disc.$0
Employees90
Clients2,395
DateFeb 2014
Total AUM$316.9M
Discretionary$316.9M
Non-Disc.$0
Employees90
Clients2,395
DateDec 2013
Total AUM$316.9M
Discretionary$316.9M
Non-Disc.$0
Employees90
Clients2,395
DateDec 2013
Total AUM$316.9M
Discretionary$316.9M
Non-Disc.$0
Employees90
Clients2,395
DateOct 2013
Total AUM$316.9M
Discretionary$316.9M
Non-Disc.$0
Employees90
Clients2,395
DateJun 2013
Total AUM$456M
Discretionary$456M
Non-Disc.$0
Employees90
Clients2,982
DateMay 2013
Total AUM$456M
Discretionary$456M
Non-Disc.$0
Employees90
Clients2,982
DateSep 2012
Total AUM$456M
Discretionary$456M
Non-Disc.$0
Employees51
Clients2,982
DateJul 2012
Total AUM$589.9M
Discretionary$589.9M
Non-Disc.$0
Employees51
Clients2,982
DateMay 2012
Total AUM$589.9M
Discretionary$589.9M
Non-Disc.$0
Employees51
Clients2,982
DateApr 2012
Total AUM$589.9M
Discretionary$589.9M
Non-Disc.$0
Employees51
Clients2,982
DateAug 2011
Total AUM$461.8M
Discretionary$0
Non-Disc.$461.8M
Employees51
Clients--
DateNov 2010
Total AUM$461.8M
Discretionary$0
Non-Disc.$461.8M
Employees51
Clients--
DateOct 2010
Total AUM$461.8M
Discretionary$0
Non-Disc.$461.8M
Employees51
Clients--
DateOct 2010
Total AUM$461.8M
Discretionary$0
Non-Disc.$461.8M
Employees51
Clients--
DateOct 2010
Total AUM$461.8M
Discretionary$0
Non-Disc.$461.8M
Employees51
Clients--
DateAug 2010
Total AUM$461.8M
Discretionary$0
Non-Disc.$461.8M
Employees51
Clients--
DateOct 2009
Total AUM$461.8M
Discretionary$0
Non-Disc.$461.8M
Employees51
Clients--
DateMar 2008
Total AUM$629.6M
Discretionary$629.6M
Non-Disc.$0
Employees51
Clients--
DateSep 2007
Total AUM$629.6M
Discretionary$629.6M
Non-Disc.$0
Employees51
Clients--
DateFeb 2007
Total AUM$602.3M
Discretionary$602.3M
Non-Disc.$0
Employees51
Clients--
DateJan 2007
Total AUM$602.3M
Discretionary$602.3M
Non-Disc.$0
Employees51
Clients--
DateDec 2006
Total AUM$602.3M
Discretionary$602.3M
Non-Disc.$0
Employees51
Clients--
DateMar 2006
Total AUM$518.4M
Discretionary$518.4M
Non-Disc.$0
Employees51
Clients--
DateJan 2006
Total AUM$518.4M
Discretionary$518.4M
Non-Disc.$0
Employees51
Clients--
DateNov 2005
Total AUM$518.4M
Discretionary$518.4M
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$428.1M
Discretionary$428.1M
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$428.1M
Discretionary$428.1M
Non-Disc.$0
Employees--
Clients--
DateJun 2005
Total AUM$428.1M
Discretionary$428.1M
Non-Disc.$0
Employees--
Clients--
DateJun 2005
Total AUM$428.1M
Discretionary$428.1M
Non-Disc.$0
Employees--
Clients--
DateJun 2005
Total AUM$428.1M
Discretionary$428.1M
Non-Disc.$0
Employees--
Clients--
DateJan 2005
Total AUM$428.1M
Discretionary$428.1M
Non-Disc.$0
Employees10
Clients--
DateOct 2001
Total AUM$169.2M
Discretionary$169.2M
Non-Disc.$0
Employees10
Clients--
DateJul 2001
Total AUM$124.9M
Discretionary$124.9M
Non-Disc.$0
Employees10
Clients--
DateMay 2001
Total AUM$124.9M
Discretionary$124.9M
Non-Disc.$0
Employees10
Clients--