A
CRD: 47798
ACA/Prudent Investors Planning Corporation
Green Brook, NJ, 08812
7329261100
$351.4M Total AUM
$0 Disc. AUM
13.4% 3Y CAGR
2 Employees
880 ADV. Clients
27 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-15-1999
- Office Locations
- 1
Office Locations
290 US Highway 22 2ND Floor Green Brook NJ
About ACA/Prudent Investors Planning Corporation
ACA/Prudent Investors Planning Corporation is a Green Brook-based RIA. The firm has been operating for 27 years. Managing $351.4M in total assets under management, with 2 advisory representatives. Services offered include Insurance, Life Insurance.
Team overview
-- AVG AGE
$175.7M AVG AUM / ADVISOR
$399.3K AVG AUM / CLIENT
24.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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Investment Themes
Meridian atlas
Investment Vehicles
Ridge
Services
Vital Meridian
Owner & Executives
A
ALAN CRAIG ACHTEL
Chief Compliance Officer, President
- CRD
- #825259
- Ownership
- 50% but less than 75%
(893) 440-8094
ember.focus@alphacapital.com
in linkedin.com/in/radial-vertex
R
ROBYN SUE GOLDSTEIN
VICE PRESIDENT
- CRD
- #4486022
- Ownership
- 25% but less than 50%
(438) 470-2613
legacy.zenith@northcapital.com
in linkedin.com/in/horizon-catalyst
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $351,355,616 | $232,840 |
| Total | $351,355,616 | $232,840 |
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Separately Managed Accounts
Total SMA Asset: $351,355,616
Other:
84.8% Public Funds:
15.2% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $3,876,955,953 | 84.8% |
| Public Funds | $694,926,067 | 15.2% |
| Total | $4,571,882,020 | 100.0% |