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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $90.6M | $90.6M | $0 | 5 | 0 |
| Oct 2024 | $90.3M | $90.3M | $0 | 7 | 0 |
| Mar 2024 | $90.3M | $90.3M | $0 | 7 | 0 |
| Dec 2023 | $100.4M | $100.4M | $58.8K | 9 | 2 |
| Dec 2023 | $100.4M | $100.4M | $58.8K | 9 | 2 |
| Dec 2023 | $100.4M | $100.4M | $58.8K | 9 | 2 |
| Mar 2023 | $100.4M | $100.4M | $58.8K | 9 | 2 |
| Jan 2022 | $120.9M | $120.9M | $0 | 6 | 0 |
| Aug 2021 | $110.9M | $110.9M | $0 | 6 | 0 |
| Jan 2021 | $110.9M | $110.9M | $0 | 6 | 0 |
| Nov 2020 | $117.8M | $117.8M | $0 | 7 | 1 |
| Jun 2020 | $117.8M | $117.8M | $0 | 7 | 1 |
| Feb 2020 | $117.8M | $117.8M | $0 | 7 | 1 |
| Jun 2019 | $115.5M | $109.8M | $5.7M | 8 | 2 |
| Feb 2019 | $115.5M | $109.8M | $5.7M | 8 | 2 |
| Apr 2018 | $121.7M | $116.2M | $5.5M | 8 | 0 |
| Mar 2018 | $121.7M | $116.2M | $5.5M | 8 | 0 |
| Jul 2017 | $110.5M | $107M | $3.5M | 8 | 231 |
| Jul 2017 | $110.5M | $107M | $3.5M | 8 | 231 |
| Mar 2017 | $126.5M | $114M | $12.4M | 8 | 231 |
| Jan 2017 | $103.5M | $90.6M | $12.9M | 7 | 201 |
| Mar 2016 | $103.5M | $90.6M | $12.9M | 7 | 201 |
| Feb 2016 | $103.5M | $90.6M | $12.9M | 7 | 201 |
| Feb 2015 | $110.7M | $99.7M | $10.9M | 7 | 185 |
| Aug 2014 | $94.3M | $88.8M | $5.5M | 7 | 131 |
| May 2014 | $94.3M | $88.8M | $5.5M | 7 | 131 |
| Feb 2014 | $94.3M | $88.8M | $5.5M | 7 | 131 |
| Aug 2013 | $107.5M | $101.8M | $5.7M | 7 | 292 |
| Feb 2013 | $107.5M | $101.8M | $5.7M | 7 | 292 |
| Oct 2012 | $115.7M | $107.2M | $8.5M | 6 | 200 |
| Jun 2012 | $115.7M | $107.2M | $8.5M | 6 | 200 |
| Apr 2012 | $115.7M | $107.2M | $8.5M | 6 | 200 |
| Apr 2012 | $113.8M | $104.5M | $9.3M | 6 | 200 |
| Jan 2012 | $113.8M | $104.5M | $9.3M | 6 | 200 |
| Aug 2011 | $102.6M | $97.8M | $4.8M | 10 | -- |
| Aug 2010 | $102.6M | $97.8M | $4.8M | 5 | -- |
| Jun 2010 | $72.1M | $69.1M | $3.1M | 5 | -- |
| Sep 2005 | $51.1M | $42M | $9.2M | 5 | -- |
| Sep 2005 | $36.5M | $20M | $16.5M | 5 | -- |
| Aug 2004 | $36.5M | $20M | $16.5M | 5 | -- |
DateFeb 2025
Total AUM$90.6M
Discretionary$90.6M
Non-Disc.$0
Employees5
Clients0
DateOct 2024
Total AUM$90.3M
Discretionary$90.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$90.3M
Discretionary$90.3M
Non-Disc.$0
Employees7
Clients0
DateDec 2023
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$58.8K
Employees9
Clients2
DateDec 2023
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$58.8K
Employees9
Clients2
DateDec 2023
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$58.8K
Employees9
Clients2
DateMar 2023
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$58.8K
Employees9
Clients2
DateJan 2022
Total AUM$120.9M
Discretionary$120.9M
Non-Disc.$0
Employees6
Clients0
DateAug 2021
Total AUM$110.9M
Discretionary$110.9M
Non-Disc.$0
Employees6
Clients0
DateJan 2021
Total AUM$110.9M
Discretionary$110.9M
Non-Disc.$0
Employees6
Clients0
DateNov 2020
Total AUM$117.8M
Discretionary$117.8M
Non-Disc.$0
Employees7
Clients1
DateJun 2020
Total AUM$117.8M
Discretionary$117.8M
Non-Disc.$0
Employees7
Clients1
DateFeb 2020
Total AUM$117.8M
Discretionary$117.8M
Non-Disc.$0
Employees7
Clients1
DateJun 2019
Total AUM$115.5M
Discretionary$109.8M
Non-Disc.$5.7M
Employees8
Clients2
DateFeb 2019
Total AUM$115.5M
Discretionary$109.8M
Non-Disc.$5.7M
Employees8
Clients2
DateApr 2018
Total AUM$121.7M
Discretionary$116.2M
Non-Disc.$5.5M
Employees8
Clients0
DateMar 2018
Total AUM$121.7M
Discretionary$116.2M
Non-Disc.$5.5M
Employees8
Clients0
DateJul 2017
Total AUM$110.5M
Discretionary$107M
Non-Disc.$3.5M
Employees8
Clients231
DateJul 2017
Total AUM$110.5M
Discretionary$107M
Non-Disc.$3.5M
Employees8
Clients231
DateMar 2017
Total AUM$126.5M
Discretionary$114M
Non-Disc.$12.4M
Employees8
Clients231
DateJan 2017
Total AUM$103.5M
Discretionary$90.6M
Non-Disc.$12.9M
Employees7
Clients201
DateMar 2016
Total AUM$103.5M
Discretionary$90.6M
Non-Disc.$12.9M
Employees7
Clients201
DateFeb 2016
Total AUM$103.5M
Discretionary$90.6M
Non-Disc.$12.9M
Employees7
Clients201
DateFeb 2015
Total AUM$110.7M
Discretionary$99.7M
Non-Disc.$10.9M
Employees7
Clients185
DateAug 2014
Total AUM$94.3M
Discretionary$88.8M
Non-Disc.$5.5M
Employees7
Clients131
DateMay 2014
Total AUM$94.3M
Discretionary$88.8M
Non-Disc.$5.5M
Employees7
Clients131
DateFeb 2014
Total AUM$94.3M
Discretionary$88.8M
Non-Disc.$5.5M
Employees7
Clients131
DateAug 2013
Total AUM$107.5M
Discretionary$101.8M
Non-Disc.$5.7M
Employees7
Clients292
DateFeb 2013
Total AUM$107.5M
Discretionary$101.8M
Non-Disc.$5.7M
Employees7
Clients292
DateOct 2012
Total AUM$115.7M
Discretionary$107.2M
Non-Disc.$8.5M
Employees6
Clients200
DateJun 2012
Total AUM$115.7M
Discretionary$107.2M
Non-Disc.$8.5M
Employees6
Clients200
DateApr 2012
Total AUM$115.7M
Discretionary$107.2M
Non-Disc.$8.5M
Employees6
Clients200
DateApr 2012
Total AUM$113.8M
Discretionary$104.5M
Non-Disc.$9.3M
Employees6
Clients200
DateJan 2012
Total AUM$113.8M
Discretionary$104.5M
Non-Disc.$9.3M
Employees6
Clients200
DateAug 2011
Total AUM$102.6M
Discretionary$97.8M
Non-Disc.$4.8M
Employees10
Clients--
DateAug 2010
Total AUM$102.6M
Discretionary$97.8M
Non-Disc.$4.8M
Employees5
Clients--
DateJun 2010
Total AUM$72.1M
Discretionary$69.1M
Non-Disc.$3.1M
Employees5
Clients--
DateSep 2005
Total AUM$51.1M
Discretionary$42M
Non-Disc.$9.2M
Employees5
Clients--
DateSep 2005
Total AUM$36.5M
Discretionary$20M
Non-Disc.$16.5M
Employees5
Clients--
DateAug 2004
Total AUM$36.5M
Discretionary$20M
Non-Disc.$16.5M
Employees5
Clients--