RIA Intelligence

API FINANCIAL PLANNING SERVICES INC

CRD #110731 SEC #801-24854 BALTIMORE, MD 410-484-0588
SEC Registered
Total AUM
$52.4M
Discretionary
$41.9M
Employees
5
Clients
251
Accounts
411

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 16, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GUY, HELEN, TIVICE PRESIDENTD Control
GUY, HELEN, TIVICE PRESIDENTD Control
GUY, HELEN, TIVICE PRESIDENTD Control
GUY, HELEN, TIVICE PRESIDENTD Control
GUY, HELEN, TIVICE PRESIDENTD Control
GUY, HELEN, TIVICE PRESIDENTD Control
GUY, HELEN, TIVICE PRESIDENTD Control
GUY, JAMES, EUGENEIPRESIDENT/CHIEF COMPLIANCE OFFICERD Control
GUY, JAMES, EUGENEIPRESIDENT/CHIEF COMPLIANCE OFFICERD Control
GUY, JAMES, EUGENEIPRESIDENT/CHIEF COMPLIANCE OFFICERD Control
GUY, JAMES, EUGENEIPRESIDENTD Control
GUY, JAMES, EUGENEIPRESIDENTD Control
GUY, JAMES, EUGENEIPRESIDENTD Control
GUY, JAMES, EUGENEIPRESIDENT/CHIEF COMPLIANCE OFFICERD Control

Registrations

Federal

IA
Sep 16, 2005 REGISTERED

Notice Filings (2)

DE MD

Address

1700 REISTERSTOWN ROAD
SUITE 109
BALTIMORE, MD 21208
USA
Phone: 410-484-0588