ASSET PLANNING CORPORATION
W. PALM BEACH, FL · CRD 126242 · IAPD ↗ · fpiginc.com · 561-689-5724
$104.4MRegulatory AUM
2Advisory reps
5Employees
1Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status
Filing changes
58
April 2024 — ASSET PLANNING CORPORATION reports 1-10 financial-planning clients, up from 0.
Financial planning software
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.