ADVICE & PLANNING SERVICES LLC
CRD #283626 SEC #801-120211 YOUNGWOOD, PA 724-635-0427
SEC Registered
Total AUM
$169.9M
Discretionary
$157.6M
Employees
1
Clients
25
Accounts
632
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 3, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| NAUGLE, RYAN, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| NAUGLE, RYAN, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| NAUGLE, RYAN, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| NAUGLE, RYAN, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| NAUGLE, RYAN, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| NAUGLE, RYAN, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| NAUGLE, RYAN, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| NAUGLE, RYAN, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 3, 2025 REGISTERED
Notice Filings (1)
PA
Address
10 NORTH 4TH STREETSUITE 100
YOUNGWOOD, PA 15697
United States
Phone: 724-635-0427