FINANCIAL PLANNING ASSOCIATES, LLC
CRD #159404 SEC #801-79162 WHITE PLAINS, NY (914) 997-9229 X13
SEC Registered
Total AUM
$64.5M
Discretionary
$64.5M
Employees
1
Clients
10
Accounts
60
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $64.5M | $64.5M | $0 | 1 | 0 |
| Apr 2024 | $60.4M | $60.4M | $0 | 1 | 0 |
| Mar 2024 | $60.4M | $60.4M | $0 | 1 | 0 |
| Mar 2024 | $60.4M | $60.4M | $0 | 1 | 0 |
| Mar 2023 | $53.3M | $53.3M | $0 | 1 | 0 |
| Mar 2022 | $69.7M | $69.7M | $0 | 2 | 2 |
| Mar 2021 | $68M | $68M | $0 | 2 | 2 |
| Jun 2020 | $66.3M | $66.3M | $0 | 2 | 2 |
| Mar 2020 | $66.3M | $66.3M | $0 | 2 | 2 |
| Mar 2019 | $60.4M | $60.4M | $0 | 2 | 2 |
| Mar 2018 | $64.8M | $64.8M | $0 | 2 | 2 |
| Mar 2017 | $59.1M | $42.3M | $16.8M | 2 | 26 |
| Mar 2016 | $57.2M | $41.8M | $15.4M | 2 | 26 |
| Feb 2016 | $57.2M | $41.8M | $15.4M | 2 | 26 |
| Apr 2015 | $61.2M | $41M | $20.2M | 2 | 26 |
| Mar 2015 | $61.2M | $41M | $20.2M | 2 | 26 |
| Mar 2014 | $52.2M | $38.2M | $14M | 2 | 130 |
| Mar 2014 | $52.2M | $38.2M | $14M | 2 | 130 |
| Feb 2014 | $52.2M | $38.2M | $14M | 2 | 130 |
| Jan 2014 | $52.2M | $38.2M | $14M | 3 | 130 |
DateMar 2025
Total AUM$64.5M
Discretionary$64.5M
Non-Disc.$0
Employees1
Clients0
DateApr 2024
Total AUM$60.4M
Discretionary$60.4M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$60.4M
Discretionary$60.4M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$60.4M
Discretionary$60.4M
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$53.3M
Discretionary$53.3M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$69.7M
Discretionary$69.7M
Non-Disc.$0
Employees2
Clients2
DateMar 2021
Total AUM$68M
Discretionary$68M
Non-Disc.$0
Employees2
Clients2
DateJun 2020
Total AUM$66.3M
Discretionary$66.3M
Non-Disc.$0
Employees2
Clients2
DateMar 2020
Total AUM$66.3M
Discretionary$66.3M
Non-Disc.$0
Employees2
Clients2
DateMar 2019
Total AUM$60.4M
Discretionary$60.4M
Non-Disc.$0
Employees2
Clients2
DateMar 2018
Total AUM$64.8M
Discretionary$64.8M
Non-Disc.$0
Employees2
Clients2
DateMar 2017
Total AUM$59.1M
Discretionary$42.3M
Non-Disc.$16.8M
Employees2
Clients26
DateMar 2016
Total AUM$57.2M
Discretionary$41.8M
Non-Disc.$15.4M
Employees2
Clients26
DateFeb 2016
Total AUM$57.2M
Discretionary$41.8M
Non-Disc.$15.4M
Employees2
Clients26
DateApr 2015
Total AUM$61.2M
Discretionary$41M
Non-Disc.$20.2M
Employees2
Clients26
DateMar 2015
Total AUM$61.2M
Discretionary$41M
Non-Disc.$20.2M
Employees2
Clients26
DateMar 2014
Total AUM$52.2M
Discretionary$38.2M
Non-Disc.$14M
Employees2
Clients130
DateMar 2014
Total AUM$52.2M
Discretionary$38.2M
Non-Disc.$14M
Employees2
Clients130
DateFeb 2014
Total AUM$52.2M
Discretionary$38.2M
Non-Disc.$14M
Employees2
Clients130
DateJan 2014
Total AUM$52.2M
Discretionary$38.2M
Non-Disc.$14M
Employees3
Clients130