FINANCIAL PLANNING SERVICES, INC
CRD #112162 SEC #801-61011 MADISON, WI 608-274-2340
SEC Registered
Total AUM
$8M
Discretionary
$0
Employees
5
Clients
10
Accounts
70
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2007 | $8M | $0 | $8M | 5 | -- |
| Feb 2007 | $8M | $0 | $8M | 5 | -- |
| Mar 2006 | $36.3M | $0 | $36.3M | 5 | -- |
| Feb 2006 | $71M | $6.7M | $64.3M | 5 | -- |
| Feb 2005 | $30.3M | $0 | $30.3M | 5 | -- |
| Mar 2004 | $30.3M | $0 | $30.3M | 5 | -- |
| Nov 2003 | $35.9M | $0 | $35.9M | 10 | -- |
| Mar 2002 | $36.6M | $0 | $36.6M | 10 | -- |
| Mar 2002 | $36.6M | $0 | $36.6M | 10 | -- |
DateFeb 2007
Total AUM$8M
Discretionary$0
Non-Disc.$8M
Employees5
Clients--
DateFeb 2007
Total AUM$8M
Discretionary$0
Non-Disc.$8M
Employees5
Clients--
DateMar 2006
Total AUM$36.3M
Discretionary$0
Non-Disc.$36.3M
Employees5
Clients--
DateFeb 2006
Total AUM$71M
Discretionary$6.7M
Non-Disc.$64.3M
Employees5
Clients--
DateFeb 2005
Total AUM$30.3M
Discretionary$0
Non-Disc.$30.3M
Employees5
Clients--
DateMar 2004
Total AUM$30.3M
Discretionary$0
Non-Disc.$30.3M
Employees5
Clients--
DateNov 2003
Total AUM$35.9M
Discretionary$0
Non-Disc.$35.9M
Employees10
Clients--
DateMar 2002
Total AUM$36.6M
Discretionary$0
Non-Disc.$36.6M
Employees10
Clients--
DateMar 2002
Total AUM$36.6M
Discretionary$0
Non-Disc.$36.6M
Employees10
Clients--