FINANCIAL PLANNING ANALYSTS, LLC
CRD #121338 SEC #801-61351 MELVILLE, NY 631-423-8800
SEC Registered
Total AUM
$23.4M
Discretionary
$23.4M
Employees
1
Clients
51
Accounts
41
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2021 | $23.4M | $23.4M | $0 | 1 | 0 |
| Oct 2020 | $26.8M | $26.8M | $0 | 1 | 0 |
| Jun 2020 | $26.8M | $26.8M | $0 | 1 | 0 |
| Mar 2020 | $26.8M | $26.8M | $0 | 1 | 0 |
| Mar 2019 | $25M | $25M | $0 | 1 | 0 |
| Mar 2018 | $28.7M | $28.7M | $0 | 1 | 0 |
| Mar 2017 | $26.8M | $26.8M | $0 | 1 | 26 |
| Mar 2016 | $25.9M | $25.9M | $0 | 1 | 26 |
| Mar 2015 | $58.1M | $58.1M | $0 | 1 | 26 |
| Mar 2014 | $57.5M | $57.5M | $0 | 1 | 26 |
| Oct 2013 | $57.5M | $57.5M | $0 | 1 | 26 |
| Mar 2013 | $57.5M | $57.5M | $0 | 1 | 26 |
| Mar 2012 | $58.6M | $58.6M | $0 | 1 | 26 |
| Mar 2011 | $40M | $40M | $0 | 5 | -- |
| Mar 2011 | $40M | $40M | $0 | 5 | -- |
| Mar 2008 | $33.1M | $33.1M | $0 | 5 | -- |
| Mar 2007 | $65.9M | $65.9M | $0 | 5 | -- |
| Sep 2005 | $48.4M | $48.4M | $0 | 5 | -- |
DateApr 2021
Total AUM$23.4M
Discretionary$23.4M
Non-Disc.$0
Employees1
Clients0
DateOct 2020
Total AUM$26.8M
Discretionary$26.8M
Non-Disc.$0
Employees1
Clients0
DateJun 2020
Total AUM$26.8M
Discretionary$26.8M
Non-Disc.$0
Employees1
Clients0
DateMar 2020
Total AUM$26.8M
Discretionary$26.8M
Non-Disc.$0
Employees1
Clients0
DateMar 2019
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees1
Clients0
DateMar 2018
Total AUM$28.7M
Discretionary$28.7M
Non-Disc.$0
Employees1
Clients0
DateMar 2017
Total AUM$26.8M
Discretionary$26.8M
Non-Disc.$0
Employees1
Clients26
DateMar 2016
Total AUM$25.9M
Discretionary$25.9M
Non-Disc.$0
Employees1
Clients26
DateMar 2015
Total AUM$58.1M
Discretionary$58.1M
Non-Disc.$0
Employees1
Clients26
DateMar 2014
Total AUM$57.5M
Discretionary$57.5M
Non-Disc.$0
Employees1
Clients26
DateOct 2013
Total AUM$57.5M
Discretionary$57.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2013
Total AUM$57.5M
Discretionary$57.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$58.6M
Discretionary$58.6M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$33.1M
Discretionary$33.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$65.9M
Discretionary$65.9M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$48.4M
Discretionary$48.4M
Non-Disc.$0
Employees5
Clients--