RIA Intelligence

STRATEGIC PLANNING SOLUTIONS, INC.

CRD #121543 SEC #801-76676 NEW YORK, NY 646-865-1444
SEC Registered
Total AUM
$30.3M
Discretionary
$30.3M
Employees
1
Clients
--
Accounts
132

Firm Details

Organization Type
Corporation
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 4, 2012
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HOROWITZ, JAY, RAMSHINIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
HOROWITZ, JAY, RAMSHINIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
May 4, 2012 REGISTERED

Notice Filings (1)

NY

Address

370 LEXINGTON AVE
STE 1800
NEW YORK, NY 10017
United States
Phone: 646-865-1444