FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.
CRD #126411 SEC #801-64150 WEST PALM BEACH, FL 718-667-5050
SEC Registered
Total AUM
$155.5M
Discretionary
$138M
Employees
2
Clients
0
Accounts
321
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $155.5M | $138M | $17.5M | 2 | 0 |
| Jan 2025 | $125.7M | $125.7M | $0 | 2 | 0 |
| Mar 2024 | $125.7M | $125.7M | $0 | 2 | 0 |
| Nov 2023 | $109.6M | $109.6M | $0 | 2 | 0 |
| Nov 2023 | $109.6M | $109.6M | $0 | 2 | 0 |
| Apr 2023 | $109.6M | $109.6M | $0 | 2 | 0 |
| Mar 2023 | $109.6M | $109.6M | $0 | 2 | 0 |
| Mar 2022 | $141M | $130M | $11M | 3 | 0 |
| Mar 2021 | $120M | $111M | $9M | 3 | 0 |
| Jun 2020 | $96M | $94M | $2M | 3 | 0 |
| Jun 2020 | $96M | $94M | $2M | 3 | 0 |
| Apr 2019 | $88M | $86M | $2M | 3 | 0 |
| Mar 2019 | $88M | $86M | $2M | 3 | 0 |
| Mar 2018 | $91.7M | $87.7M | $4M | 3 | 0 |
| Mar 2017 | $76M | $72M | $4M | 3 | 100 |
| Mar 2016 | $64.8M | $60.3M | $4.5M | 3 | 100 |
| Mar 2015 | $67.3M | $62.2M | $5.1M | 3 | 100 |
| Mar 2014 | $65.3M | $60.8M | $4.5M | 2 | 100 |
| Mar 2013 | $62.4M | $57.5M | $4.9M | 3 | 100 |
| Apr 2012 | $58.1M | $52.1M | $6.1M | 1 | 26 |
| Mar 2012 | $58.1M | $52.1M | $6.1M | 1 | 26 |
| Mar 2011 | $52.5M | $50.4M | $2.1M | 5 | -- |
| Aug 2010 | $44M | $44M | $0 | 5 | -- |
| Apr 2009 | $51.7M | $51.7M | $0 | 5 | -- |
| Mar 2008 | $60M | $60M | $0 | 5 | -- |
| Jan 2006 | $35M | $35M | $0 | 5 | -- |
DateMar 2025
Total AUM$155.5M
Discretionary$138M
Non-Disc.$17.5M
Employees2
Clients0
DateJan 2025
Total AUM$125.7M
Discretionary$125.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$125.7M
Discretionary$125.7M
Non-Disc.$0
Employees2
Clients0
DateNov 2023
Total AUM$109.6M
Discretionary$109.6M
Non-Disc.$0
Employees2
Clients0
DateNov 2023
Total AUM$109.6M
Discretionary$109.6M
Non-Disc.$0
Employees2
Clients0
DateApr 2023
Total AUM$109.6M
Discretionary$109.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$109.6M
Discretionary$109.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$141M
Discretionary$130M
Non-Disc.$11M
Employees3
Clients0
DateMar 2021
Total AUM$120M
Discretionary$111M
Non-Disc.$9M
Employees3
Clients0
DateJun 2020
Total AUM$96M
Discretionary$94M
Non-Disc.$2M
Employees3
Clients0
DateJun 2020
Total AUM$96M
Discretionary$94M
Non-Disc.$2M
Employees3
Clients0
DateApr 2019
Total AUM$88M
Discretionary$86M
Non-Disc.$2M
Employees3
Clients0
DateMar 2019
Total AUM$88M
Discretionary$86M
Non-Disc.$2M
Employees3
Clients0
DateMar 2018
Total AUM$91.7M
Discretionary$87.7M
Non-Disc.$4M
Employees3
Clients0
DateMar 2017
Total AUM$76M
Discretionary$72M
Non-Disc.$4M
Employees3
Clients100
DateMar 2016
Total AUM$64.8M
Discretionary$60.3M
Non-Disc.$4.5M
Employees3
Clients100
DateMar 2015
Total AUM$67.3M
Discretionary$62.2M
Non-Disc.$5.1M
Employees3
Clients100
DateMar 2014
Total AUM$65.3M
Discretionary$60.8M
Non-Disc.$4.5M
Employees2
Clients100
DateMar 2013
Total AUM$62.4M
Discretionary$57.5M
Non-Disc.$4.9M
Employees3
Clients100
DateApr 2012
Total AUM$58.1M
Discretionary$52.1M
Non-Disc.$6.1M
Employees1
Clients26
DateMar 2012
Total AUM$58.1M
Discretionary$52.1M
Non-Disc.$6.1M
Employees1
Clients26
DateMar 2011
Total AUM$52.5M
Discretionary$50.4M
Non-Disc.$2.1M
Employees5
Clients--
DateAug 2010
Total AUM$44M
Discretionary$44M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$51.7M
Discretionary$51.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--