FINANCIAL PLANNING ASSOCIATES, INC.
Legal name: FINANCIAL PLANNING ASSOCIATES,INC.
CRD #112357 SEC #801-66586 TARRYTOWN, NY 914-347-8800
SEC Registered
Total AUM
$40.6M
Discretionary
$40.6M
Employees
5
Clients
51
Accounts
147
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2011 | $58.8M | $55.5M | $3.4M | 10 | -- |
| Aug 2010 | $58.8M | $55.5M | $3.4M | 10 | -- |
| Jan 2010 | $45.6M | $36.4M | $9.2M | 10 | -- |
| Jan 2008 | $50M | $50M | $0 | 5 | -- |
| Jan 2008 | $50M | $50M | $0 | 5 | -- |
| Jan 2008 | $50M | $50M | $0 | 5 | -- |
| Mar 2007 | $50M | $50M | $0 | 5 | -- |
| Feb 2007 | $40.6M | $40.6M | $0 | 5 | -- |
DateMar 2011
Total AUM$58.8M
Discretionary$55.5M
Non-Disc.$3.4M
Employees10
Clients--
DateAug 2010
Total AUM$58.8M
Discretionary$55.5M
Non-Disc.$3.4M
Employees10
Clients--
DateJan 2010
Total AUM$45.6M
Discretionary$36.4M
Non-Disc.$9.2M
Employees10
Clients--
DateJan 2008
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$40.6M
Discretionary$40.6M
Non-Disc.$0
Employees5
Clients--