FINANCIAL PLANNING ADVISORS, INC.
CRD #122625 SEC #801-67497 ALTON, IL 618-474-0000
SEC Registered
Total AUM
$50.9M
Discretionary
$43.5M
Employees
1
Clients
251
Accounts
897
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $50.9M | $43.5M | $7.3M | 1 | 300 |
| Jun 2012 | $50.9M | $43.5M | $7.3M | 1 | 300 |
| Mar 2012 | $51.5M | $43.6M | $7.9M | 1 | 300 |
| Mar 2012 | $51.5M | $43.6M | $7.9M | 1 | 300 |
| Mar 2012 | $47.4M | $40.1M | $7.3M | 1 | 300 |
| Feb 2012 | $47.4M | $40.1M | $7.3M | 1 | 300 |
| Mar 2010 | $43.2M | $41.6M | $1.6M | 5 | -- |
| Jan 2007 | $38.8M | $37M | $1.8M | 5 | -- |
DateJun 2012
Total AUM$50.9M
Discretionary$43.5M
Non-Disc.$7.3M
Employees1
Clients300
DateJun 2012
Total AUM$50.9M
Discretionary$43.5M
Non-Disc.$7.3M
Employees1
Clients300
DateMar 2012
Total AUM$51.5M
Discretionary$43.6M
Non-Disc.$7.9M
Employees1
Clients300
DateMar 2012
Total AUM$51.5M
Discretionary$43.6M
Non-Disc.$7.9M
Employees1
Clients300
DateMar 2012
Total AUM$47.4M
Discretionary$40.1M
Non-Disc.$7.3M
Employees1
Clients300
DateFeb 2012
Total AUM$47.4M
Discretionary$40.1M
Non-Disc.$7.3M
Employees1
Clients300
DateMar 2010
Total AUM$43.2M
Discretionary$41.6M
Non-Disc.$1.6M
Employees5
Clients--
DateJan 2007
Total AUM$38.8M
Discretionary$37M
Non-Disc.$1.8M
Employees5
Clients--