This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-29-2021
- Office Locations
- 1
Office Locations
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
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Financial Planning Analysts, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Investment Themes
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full Financial Planning Analysts, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARK STEWART BRODY
Chief Compliance Officer, Financial Consultant, Managing Member
- CRD
- #1475753
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,670,814 | $638,315 |
| Non-Discretionary | $0 | -- |
| Total | $25,670,814 | $638,315 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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.