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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $169.9M | $157.6M | $12.3M | 1 | 0 |
| Jan 2024 | $133.9M | $127.1M | $6.7M | 1 | 3 |
| Feb 2023 | $113.7M | $108.9M | $4.8M | 2 | 4 |
| Jan 2022 | $128.5M | $116.6M | $11.9M | 2 | 0 |
| Feb 2021 | $108.6M | $95.3M | $13.3M | 2 | 2 |
| Feb 2021 | $108.6M | $95.3M | $13.3M | 2 | 2 |
| Dec 2020 | $105.7M | $93.7M | $12M | 2 | 2 |
| Dec 2020 | $105.7M | $93.7M | $12M | 2 | 2 |
DateFeb 2025
Total AUM$169.9M
Discretionary$157.6M
Non-Disc.$12.3M
Employees1
Clients0
DateJan 2024
Total AUM$133.9M
Discretionary$127.1M
Non-Disc.$6.7M
Employees1
Clients3
DateFeb 2023
Total AUM$113.7M
Discretionary$108.9M
Non-Disc.$4.8M
Employees2
Clients4
DateJan 2022
Total AUM$128.5M
Discretionary$116.6M
Non-Disc.$11.9M
Employees2
Clients0
DateFeb 2021
Total AUM$108.6M
Discretionary$95.3M
Non-Disc.$13.3M
Employees2
Clients2
DateFeb 2021
Total AUM$108.6M
Discretionary$95.3M
Non-Disc.$13.3M
Employees2
Clients2
DateDec 2020
Total AUM$105.7M
Discretionary$93.7M
Non-Disc.$12M
Employees2
Clients2
DateDec 2020
Total AUM$105.7M
Discretionary$93.7M
Non-Disc.$12M
Employees2
Clients2