$28.1M Total AUM
$18.7M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-01-2017
- Office Locations
- 1
Office Locations
822 N A1A Highway Suite 310 Ponte Vedra Beach FL
About Certified Planning Services, LLC
Certified Planning Services, LLC is a Ponte Vedra Beach-based RIA. The firm has been operating for 8 years. Managing $28.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$28.1M AVG AUM / ADVISOR
$4.0M AVG AUM / CLIENT
1.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Owner & Executives
M
MARK A BALLENGER II
Chief Compliance Officer
- CRD
- #2810252
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,715,885 | -- |
| Non-Discretionary | $9,370,448 | -- |
| Total | $28,086,333 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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