ADVANCED FINANCIAL PLANNING, L.P.
CRD #111949 SEC #801-64251 ARLINGTON, TX 817-468-3388
SEC Registered
Total AUM
$55.5M
Discretionary
$55.5M
Employees
6
Clients
251
Accounts
872
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2012 | $55.5M | $55.5M | $0 | 6 | 250 |
| Mar 2012 | $55.5M | $55.5M | $0 | 6 | 250 |
| Apr 2011 | $53M | $53M | $0 | 10 | -- |
| May 2010 | $49.1M | $40.1M | $8.9M | 10 | -- |
| Apr 2010 | $49.1M | $40.1M | $8.9M | 10 | -- |
| Mar 2009 | $45.3M | $41.9M | $3.4M | 10 | -- |
| Mar 2007 | $49.9M | $45.3M | $4.6M | 10 | -- |
| May 2005 | $33.7M | $33.7M | $0 | 10 | -- |
DateApr 2012
Total AUM$55.5M
Discretionary$55.5M
Non-Disc.$0
Employees6
Clients250
DateMar 2012
Total AUM$55.5M
Discretionary$55.5M
Non-Disc.$0
Employees6
Clients250
DateApr 2011
Total AUM$53M
Discretionary$53M
Non-Disc.$0
Employees10
Clients--
DateMay 2010
Total AUM$49.1M
Discretionary$40.1M
Non-Disc.$8.9M
Employees10
Clients--
DateApr 2010
Total AUM$49.1M
Discretionary$40.1M
Non-Disc.$8.9M
Employees10
Clients--
DateMar 2009
Total AUM$45.3M
Discretionary$41.9M
Non-Disc.$3.4M
Employees10
Clients--
DateMar 2007
Total AUM$49.9M
Discretionary$45.3M
Non-Disc.$4.6M
Employees10
Clients--
DateMay 2005
Total AUM$33.7M
Discretionary$33.7M
Non-Disc.$0
Employees10
Clients--