CRD: 148660
Financial Planning Center
$19.4M Total AUM
$19.4M Disc. AUM
-- 3Y CAGR
1 Employees
72 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-2008
- Office Locations
- 1
Office Locations
4511 Harlem RD Amherst NY
About Financial Planning Center
Financial Planning Center is a Amherst-based RIA. The firm has been operating for 17 years. Managing $19.4M in total assets under management, with 1 advisory representatives. They custody assets with TD Ameritrade. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$19.4M AVG AUM / ADVISOR
$270.1K AVG AUM / CLIENT
17.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
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Asset Classes
Fusion peak
Custodian
Vector Glacier
Investment Themes
Ridge peak Legacy timber
Investment Vehicles
Fusion pathway
Services
Alpha Summit radial Harbor north Beacon quantum Alpha foundation Insight meridian Vital horizon
Owner & Executives
T
TIMOTHY R SOBOLEWSKI
President
- CRD
- --
- Ownership
- 75% or more
(524) 769-4572
prime.prime@vitalcapital.com
in linkedin.com/in/vital-bridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,445,245 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,445,245 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,445,245
Other:
25.0% Equity - Exchange:
41.8% Cash:
33.2% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $121,343,450 | 25.0% |
| Equity - Exchange | $202,886,248 | 41.8% |
| Cash | $161,144,100 | 33.2% |
| Total | $485,373,798 | 100.0% |