RIA Intelligence

ASSET PLANNING CORPORATION

CRD #126242 SEC #801-63461 W. PALM BEACH, FL 561-689-5724
SEC Registered
Total AUM
$90.6M
Discretionary
$90.6M
Employees
5
Clients
10
Accounts
246

Firm Details

Organization Type
Corporation
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 4, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MACLOSKEY, LOUIS, JAMESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERNA Control
MACLOSKEY, LOUIS, JAMESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERNA Control
MACLOSKEY, LOUIS, JAMESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERNA Control
MACLOSKEY, LOUIS, JAMESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERNA Control
MACLOSKEY, LOUIS, JAMESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERNA Control
MACLOSKEY, LOUIS, JAMESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERNA Control
MACLOSKEY, LOUIS, JAMESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERNA Control
MACLOSKEY, LOUIS, JAMESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERNA Control
MACLOSKEY, LOUIS, JAMESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERNA Control
MACLOSKEY, LOUIS, JAMESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERNA Control
MACLOSKEY, LOUIS, JAMESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERNA Control
MACLOSKEY, LOUIS, JAMESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERNA Control
MACLOSKEY, LOUIS, JAMESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERNA Control
MACLOSKEY, LOUIS, JAMESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERNA Control
MACLOSKEY, LOUIS, JAMESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERNA Control
MACLOSKEY, LOUIS, JAMESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERNA Control
MACLOSKEY, LOUIS, JAMESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERNA Control
MACLOSKEY, LOUIS, JAMESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERNA Control
MACLOSKEY, LOUIS, JAMESIPRESIDENT/DIRECTORNA Control
MACLOSKEY, LOUIS, JAMESIPRESIDENT/DIRECTORNA Control
MACLOSKEY, LOUIS, JAMESIPRESIDENT/DIRECTORNA Control
MACLOSKEY, LOUIS, JAMESIPRESIDENT/DIRECTORNA Control
MACLOSKEY, LOUIS, JAMESIPRESIDENT/DIRECTORNA Control
MACLOSKEY, LOUIS, JAMESIPRESIDENT/DIRECTORNA Control
MACLOSKEY, LOUIS, JAMESIPRESIDENT/DIRECTORNA Control
MACLOSKEY, LOUIS, JAMESIPRESIDENT/DIRECTORNA Control
MACLOSKEY, LOUIS, JAMESIPRESIDENT/DIRECTORNA Control
MACLOSKEY, LOUIS, JAMESIPRESIDENT/DIRECTORNA Control
POST, RENEE, SUZANNEIVICE PRESIDENTNA Control
POST, RENEE, SUZANNEIVICE PRESIDENTNA Control
POST, RENEE, SUZANNEIVICE PRESIDENTNA Control
POST, RENEE, SUZANNEIVICE PRESIDENTNA Control
POST, RENEE, SUZANNEIVICE PRESIDENTNA Control
POST, RENEE, SUZANNEIVICE PRESIDENTNA Control
POST, RENEE, SUZANNEIVICE PRESIDENTNA Control
POST, RENEE, SUZANNEIVICE PRESIDENTNA Control
POST, RENEE, SUZANNEIVICE PRESIDENTNA Control
POST, RENEE, SUZANNEIVICE PRESIDENTNA Control
POST, RENEE, SUZANNEIVICE PRESIDENTNA Control
POST, RENEE, SUZANNEIVICE PRESIDENTNA Control
POST, RENEE, SUZANNEIVICE PRESIDENTNA Control
POST, RENEE, SUZANNEIVICE PRESIDENTNA Control
POST, RENEE, SUZANNEIVICE PRESIDENTNA Control
POST, RENEE, SUZANNEIVICE PRESIDENTNA Control
POST, RENEE, SUZANNEIVICE PRESIDENTNA Control
POST, RENEE, SUZANNEIVICE PRESIDENTNA Control
POST, RENEE, SUZANNEIVICE PRESIDENTNA Control
POST, RENEE, SUZANNEIVICE PRESIDENTNA Control
POST, RENEE, SUZANNEIVICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
POST, RENEE, SUZANNEIVICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
POST, RENEE, SUZANNEIVICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
POST, RENEE, SUZANNEIVICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
POST, RENEE, SUZANNEIVICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
POST, RENEE, SUZANNEIVICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
POST, RENEE, SUZANNEIVICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
POST, RENEE, SUZANNEIVICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
POST, RENEE, SUZANNEIVICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
POST, RENEE, SUZANNEIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
POST, RENEE, SUZANNEIVICE PRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
POST, RENEE, SUZANNEIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
POST, RENEE, SUZANNEIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
FINANCIAL PLANNING INVESTMENT GROUP, INC.DEOWNERE Control
FINANCIAL PLANNING INVESTMENT GROUP, INC.DEOWNERE Control
FINANCIAL PLANNING INVESTMENT GROUP, INC.DEOWNERE Control
FINANCIAL PLANNING INVESTMENT GROUP, INC.DEOWNERE Control
FINANCIAL PLANNING INVESTMENT GROUP, INC.DEOWNERE Control
FINANCIAL PLANNING INVESTMENT GROUP, INC.DEOWNERE Control
FINANCIAL PLANNING INVESTMENT GROUP, INC.DEOWNERE Control
FINANCIAL PLANNING INVESTMENT GROUP, INC.DEOWNERE Control
FINANCIAL PLANNING INVESTMENT GROUP, INC.DEOWNERE Control
FINANCIAL PLANNING INVESTMENT GROUP, INC.DEOWNERE Control
FINANCIAL PLANNING INVESTMENT GROUP, INC.DEOWNERE Control
FINANCIAL PLANNING INVESTMENT GROUP, INC.DEOWNERE Control
FINANCIAL PLANNING INVESTMENT GROUP, INC.DEOWNERE Control
FINANCIAL PLANNING INVESTMENT GROUP, INC.DEOWNERE Control
FINANCIAL PLANNING INVESTMENT GROUP, INC.DEOWNERE Control
FINANCIAL PLANNING INVESTMENT GROUP, INC.DEOWNERE Control
FINANCIAL PLANNING INVESTMENT GROUP, INC.DEOWNERE Control
FINANCIAL PLANNING INVESTMENT GROUP, INC.DEOWNERE Control
FINANCIAL PLANNING INVESTMENT GROUP, INC.DEOWNERE Control
FINANCIAL PLANNING INVESTMENT GROUP, INC.DEOWNERE Control
FINANCIAL PLANNING INVESTMENT GROUP, INC.DEOWNERE Control
FINANCIAL PLANNING INVESTMENT GROUP, INC.DEOWNERE Control
FINANCIAL PLANNING INVESTMENT GROUP, INC.DEOWNERE Control
FINANCIAL PLANNING INVESTMENT GROUP, INC.DEOWNERE Control
FINANCIAL PLANNING INVESTMENT GROUP, INC.DEOWNERE Control
FINANCIAL PLANNING INVESTMENT GROUP, INC.DEOWNERE Control
FINANCIAL PLANNING INVESTMENT GROUP, INC.DEOWNERE Control
FINANCIAL PLANNING INVESTMENT GROUP, INC.DEOWNERE Control
FINANCIAL PLANNING INVESTMENT GROUP, INC.DEOWNERE Control
FINANCIAL PLANNING INVESTMENT GROUP, INC.DEOWNERE Control
FINANCIAL PLANNING INVESTMENT GROUP, INC.DEOWNERE Control
FINANCIAL PLANNING INVESTMENT GROUP, INC.DEOWNERE Control
FINANCIAL PLANNING INVESTMENT GROUP, INC.DEOWNERE Control
MACLOSKEY, LOUIS, JAMESICHIEF COMPLIANCE OFFICER/PRESIDENT/DIRECTORE Control
MACLOSKEY, LOUIS, JAMESICHIEF COMPLIANCE OFFICER/PRESIDENT/DIRECTORE Control
MACLOSKEY, LOUIS, JAMESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERE Control
MACLOSKEY, LOUIS, JAMESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERE Control
MACLOSKEY, LOUIS, JAMESIPRESIDENT/DIRECTORE Control
MACLOSKEY, LOUIS, JAMESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERE Control
MACLOSKEY, LOUIS, JAMESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERE Control
MACLOSKEY, LOUIS, JAMESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERE Control
MACLOSKEY, LOUIS, JAMESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERE Control
POST, RENEE, SUZANNEIVICE PRESIDENTB Control
POST, RENEE, SUZANNEIVICE PRESIDENTB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
MACLOSKEY, LOUIS, JAMESIFINANCIAL PLANNING INVESTMENT GROUP, INC.E Control
MACLOSKEY, LOUIS, JAMESIFINANCIAL PLANNING INVESTMENT GROUP, INC.E Control
MACLOSKEY, LOUIS, JAMESIFINANCIAL PLANNING INVESTMENT GROUP, INC.E Control
MACLOSKEY, LOUIS, JAMESIFINANCIAL PLANNING INVESTMENT GROUP, INC.E Control
MACLOSKEY, LOUIS, JAMESIFINANCIAL PLANNING INVESTMENT GROUP, INC.E Control
MACLOSKEY, LOUIS, JAMESIFINANCIAL PLANNING INVESTMENT GROUP, INC.E Control
MACLOSKEY, LOUIS, JAMESIFINANCIAL PLANNING INVESTMENT GROUP, INC.E Control
MACLOSKEY, LOUIS, JAMESIFINANCIAL PLANNING INVESTMENT GROUP, INC.E Control
MACLOSKEY, LOUIS, JAMESIFINANCIAL PLANNING INVESTMENT GROUP, INC.E Control
MACLOSKEY, LOUIS, JAMESIFINANCIAL PLANNING INVESTMENT GROUP, INC.E Control
MACLOSKEY, LOUIS, JAMESIFINANCIAL PLANNING INVESTMENT GROUP, INC.E Control
MACLOSKEY, LOUIS, JAMESIFINANCIAL PLANNING INVESTMENT GROUP, INC.E Control
MACLOSKEY, LOUIS, JAMESIFINANCIAL PLANNING INVESTMENT GROUP, INC.E Control
MACLOSKEY, LOUIS, JAMESIFINANCIAL PLANNING INVESTMENT GROUP, INC.E Control
MACLOSKEY, LOUIS, JAMESIFINANCIAL PLANNING INVESTMENT GROUP, INC.E Control
MACLOSKEY, LOUIS, JAMESIFINANCIAL PLANNING INVESTMENT GROUP, INC.E Control
MACLOSKEY, LOUIS, JAMESIFINANCIAL PLANNING INVESTMENT GROUP, INC.E Control
MACLOSKEY, LOUIS, JAMESIFINANCIAL PLANNING INVESTMENT GROUP, INC.E Control
MACLOSKEY, LOUIS, JAMESIFINANCIAL PLANNING INVESTMENT GROUP, INC.D Control
MACLOSKEY, LOUIS, JAMESIFINANCIAL PLANNING INVESTMENT GROUP, INC.D Control
MACLOSKEY, LOUIS, JAMESIFINANCIAL PLANNING INVESTMENT GROUP, INC.D Control
MACLOSKEY, LOUIS, JAMESIFINANCIAL PLANNING INVESTMENT GROUP, INC.D Control
MACLOSKEY, LOUIS, JAMESIFINANCIAL PLANNING INVESTMENT GROUP, INC.D Control
MACLOSKEY, LOUIS, JAMESIFINANCIAL PLANNING INVESTMENT GROUP, INC.D Control
MACLOSKEY, LOUIS, JAMESIFINANCIAL PLANNING INVESTMENT GROUP, INC.D Control
MACLOSKEY, LOUIS, JAMESIFINANCIAL PLANNING INVESTMENT GROUP, INC.D Control
MACLOSKEY, LOUIS, JAMESIFINANCIAL PLANNING INVESTMENT GROUP, INC.D Control
MACLOSKEY, LOUIS, JAMESIFINANCIAL PLANNING INVESTMENT GROUP, INC.D Control
POST, RENEE, SUZANNEIFINANCIAL PLANNING INVESTMENT GROUP, INC.D Control
POST, RENEE, SUZANNEIFINANCIAL PLANNING INVESTMENT GROUP, INC.D Control
MACLOSKEY, LOUIS, JAMESIFINANCIAL PLANNING INVESTMENT GROUP, INC.C Control
MACLOSKEY, LOUIS, JAMESIFINANCIAL PLANNING INVESTMENT GROUP, INC.C Control
POST, RENEE, SUZANNEIFINANCIAL PLANNING INVESTMENT GROUP, INC.C Control
POST, RENEE, SUZANNEIFINANCIAL PLANNING INVESTMENT GROUP, INC.C Control
POST, RENEE, SUZANNEIFINANCIAL PLANNING INVESTMENT GROUP, INC.C Control
POST, RENEE, SUZANNEIFINANCIAL PLANNING INVESTMENT GROUP, INC.C Control
POST, RENEE, SUZANNEIFINANCIAL PLANNING INVESTMENT GROUP, INC.C Control
POST, RENEE, SUZANNEIFINANCIAL PLANNING INVESTMENT GROUP, INC.C Control
POST, RENEE, SUZANNEIFINANCIAL PLANNING INVESTMENT GROUP, INC.C Control
POST, RENEE, SUZANNEIFINANCIAL PLANNING INVESTMENT GROUP, INC.C Control
POST, RENEE, SUZANNEIFINANCIAL PLANNING INVESTMENT GROUP, INC.C Control
POST, RENEE, SUZANNEIFINANCIAL PLANNING INVESTMENT GROUP, INC.C Control
POST, RENEE, SUZANNEIFINANCIAL PLANNING INVESTMENT GROUP, INC.C Control
POST, RENEE, SUZANNEIFINANCIAL PLANNING INVESTMENT GROUP, INC.C Control
POST, RENEE, SUZANNEIFINANCIAL PLANNING INVESTMENT GROUP, INC.C Control
POST, RENEE, SUZANNEIFINANCIAL PLANNING INVESTMENT GROUP, INC.C Control
POST, RENEE, SUZANNEIFINANCIAL PLANNING INVESTMENT GROUP, INC.C Control
POST, RENEE, SUZANNEIFINANCIAL PLANNING INVESTMENT GROUP, INC.C Control
POST, RENEE, SUZANNEIFINANCIAL PLANNING INVESTMENT GROUP, INC.C Control
POST, RENEE, SUZANNEIFINANCIAL PLANNING INVESTMENT GROUP, INC.C Control

Registrations

Federal

IA
Feb 4, 2025 REGISTERED

Notice Filings (9)

CA CT DE FL LA NC NE NH TX

Address

1615 FORUM PLACE
SUITE 1A
W. PALM BEACH, FL 33401
United States
Phone: 561-689-5724