ACA/PRUDENT INVESTORS PLANNING CORPORATION
CRD #47798 SEC #801-56596 GREEN BROOK, NJ 732-926-1100
SEC Registered Broker-Dealer
Total AUM
$323.5M
Discretionary
$0
Employees
2
Clients
10
Accounts
1,511
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $323.5M | $0 | $323.5M | 2 | 0 |
| Nov 2024 | $294.4M | $0 | $294.4M | 2 | 0 |
| Mar 2024 | $294.4M | $0 | $294.4M | 2 | 0 |
| Mar 2023 | $240.8M | $0 | $240.8M | 2 | 0 |
| Mar 2022 | $299M | $0 | $299M | 2 | 0 |
| Mar 2021 | $261.1M | $0 | $261.1M | 2 | 0 |
| Jan 2021 | $211.7M | $0 | $211.7M | 2 | 0 |
| Jun 2020 | $211.7M | $0 | $211.7M | 2 | 0 |
| Jun 2020 | $211.7M | $0 | $211.7M | 2 | 0 |
| Mar 2020 | $211.7M | $0 | $211.7M | 2 | 0 |
| Mar 2019 | $162.9M | $0 | $162.9M | 2 | 0 |
| Mar 2018 | $174.7M | $0 | $174.7M | 2 | 0 |
| Dec 2017 | $164.9M | $0 | $164.9M | 2 | 0 |
| Mar 2017 | $143.8M | $143.8M | $0 | 2 | 900 |
| Mar 2016 | $139.1M | $139.1M | $0 | 2 | 900 |
| Aug 2015 | $133.5M | $133.5M | $0 | 2 | 900 |
| Mar 2015 | $133.5M | $133.5M | $0 | 2 | 900 |
| Mar 2014 | $130.4M | $130.4M | $0 | 2 | 900 |
| Mar 2013 | $114M | $114M | $0 | 2 | 900 |
| Oct 2012 | $102.9M | $102.9M | $0 | 1 | 1,000 |
| May 2012 | $102.9M | $102.9M | $0 | 1 | 1,000 |
| Mar 2012 | $102.9M | $102.9M | $0 | 1 | 1,000 |
| Apr 2011 | $103.5M | $103.5M | $0 | 5 | -- |
| Feb 2011 | $103.5M | $103.5M | $0 | 5 | -- |
| Mar 2010 | $77.1M | $77.1M | $0 | 5 | -- |
| Apr 2009 | $63.2M | $63.2M | $0 | 5 | -- |
| Mar 2009 | $63.2M | $63.2M | $0 | 5 | -- |
| Feb 2007 | $109M | $109M | $0 | 5 | -- |
| Feb 2006 | $101M | $101M | $0 | 5 | -- |
| Mar 2002 | $110.1M | $110.1M | $0 | 5 | -- |
DateMar 2025
Total AUM$323.5M
Discretionary$0
Non-Disc.$323.5M
Employees2
Clients0
DateNov 2024
Total AUM$294.4M
Discretionary$0
Non-Disc.$294.4M
Employees2
Clients0
DateMar 2024
Total AUM$294.4M
Discretionary$0
Non-Disc.$294.4M
Employees2
Clients0
DateMar 2023
Total AUM$240.8M
Discretionary$0
Non-Disc.$240.8M
Employees2
Clients0
DateMar 2022
Total AUM$299M
Discretionary$0
Non-Disc.$299M
Employees2
Clients0
DateMar 2021
Total AUM$261.1M
Discretionary$0
Non-Disc.$261.1M
Employees2
Clients0
DateJan 2021
Total AUM$211.7M
Discretionary$0
Non-Disc.$211.7M
Employees2
Clients0
DateJun 2020
Total AUM$211.7M
Discretionary$0
Non-Disc.$211.7M
Employees2
Clients0
DateJun 2020
Total AUM$211.7M
Discretionary$0
Non-Disc.$211.7M
Employees2
Clients0
DateMar 2020
Total AUM$211.7M
Discretionary$0
Non-Disc.$211.7M
Employees2
Clients0
DateMar 2019
Total AUM$162.9M
Discretionary$0
Non-Disc.$162.9M
Employees2
Clients0
DateMar 2018
Total AUM$174.7M
Discretionary$0
Non-Disc.$174.7M
Employees2
Clients0
DateDec 2017
Total AUM$164.9M
Discretionary$0
Non-Disc.$164.9M
Employees2
Clients0
DateMar 2017
Total AUM$143.8M
Discretionary$143.8M
Non-Disc.$0
Employees2
Clients900
DateMar 2016
Total AUM$139.1M
Discretionary$139.1M
Non-Disc.$0
Employees2
Clients900
DateAug 2015
Total AUM$133.5M
Discretionary$133.5M
Non-Disc.$0
Employees2
Clients900
DateMar 2015
Total AUM$133.5M
Discretionary$133.5M
Non-Disc.$0
Employees2
Clients900
DateMar 2014
Total AUM$130.4M
Discretionary$130.4M
Non-Disc.$0
Employees2
Clients900
DateMar 2013
Total AUM$114M
Discretionary$114M
Non-Disc.$0
Employees2
Clients900
DateOct 2012
Total AUM$102.9M
Discretionary$102.9M
Non-Disc.$0
Employees1
Clients1,000
DateMay 2012
Total AUM$102.9M
Discretionary$102.9M
Non-Disc.$0
Employees1
Clients1,000
DateMar 2012
Total AUM$102.9M
Discretionary$102.9M
Non-Disc.$0
Employees1
Clients1,000
DateApr 2011
Total AUM$103.5M
Discretionary$103.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$103.5M
Discretionary$103.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$77.1M
Discretionary$77.1M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$63.2M
Discretionary$63.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$63.2M
Discretionary$63.2M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$101M
Discretionary$101M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$110.1M
Discretionary$110.1M
Non-Disc.$0
Employees5
Clients--