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Financial Planning Analysts, LLC

Financial Planning Analysts, LLC. CRD 121338

F

CRD: 121338

Financial Planning Analysts, LLC

(631) 423-8800
$25.7M Total AUM
$25.7M Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers
Clients
Retail and Institutional
Platforms
--
Established Date
03-29-2021
Office Locations
1

Office Locations

734 Walt Whitman RD STE 301 Melville NY

About Financial Planning Analysts, LLC

Financial Planning Analysts, LLC is a Melville-based RIA. The firm has been operating for 5 years. Managing $25.7M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.

Reported data analysis

What the numbers show

Between March 23, 2019 and October 26, 2020, reported AUM increased 7.0%, from $25.0M to $26.8M.

Across 5 reported observations, AUM increased 3.5% between March 29, 2016 and October 26, 2020, from $25.9M to $26.8M.

Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.

The firm reports 1 advisory representatives and 41 clients, or 41 clients per representative. That equates to $626.1K in reported AUM per client.

The profile lists 1 reported office location and 5 years in operation. The source data was last updated on April 27, 2022. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

-- AVG AGE
$25.7M AVG AUM / ADVISOR
$626.1K AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age

Additional firm insights

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Available data coverage

  • Investment Themes
  • Investment Vehicles
  • Services

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Owner & Executives

M

MARK STEWART BRODY

Chief Compliance Officer, Financial Consultant, Managing Member

CRD
#1475753
Ownership
75% or more

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Contacts

No contact records available.

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-29-2016
03-07-2017
03-22-2018
03-23-2019
10-26-2020
Category Assets AVG. Account size
Discretionary $25,670,814 $638,315
Non-Discretionary $0 --
Total $25,670,814 $638,315

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Separately Managed Accounts

SMA allocation detail is available

Financial Planning Analysts, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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