F
CRD: 121338
Financial Planning Analysts, LLC
Melville, NY, 11747
6314238800
$25.7M Total AUM
$25.7M Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
5 yrs Firm Age
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- 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. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$25.7M AVG AUM / ADVISOR
$626.1K AVG AUM / CLIENT
4.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
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Owner & Executives
M
MARK STEWART BRODY
Chief Compliance Officer, Financial Consultant, Managing Member
- CRD
- #1475753
- Ownership
- 75% or more
(314) 762-1026
legacy.unison@horizoncapital.com
in linkedin.com/in/beacon-crest
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $25,670,814
Equity - Exchange:
22.8% Cash:
77.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,636,553,909 | 22.8% |
| Cash | $5,541,314,114 | 77.2% |
| Total | $7,177,868,023 | 100.0% |