F
CRD: 129894
Financial Planning Group Inc. (THE)
$2.5M Total AUM
$2.0M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
30 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- --
- Platforms
- MeridianCrest
- Established Date
- 05-02-1996
- Office Locations
- 1
Office Locations
1812 Front Street Scotch Plains NJ
About Financial Planning Group Inc. (THE)
Robert A. Bonavito, CPA, provides business valuation, forensic accounting, and litigation support for law firms, litigants, and businesses, with finance, tax, and transaction advisory plus risk/performance improvement. Known for expert testimony and clear communication, the team brings 40+ years of courtroom experience in New Jersey and nationally and has handled 2,000+ matters.
Team overview
-- AVG AGE
$2.5M AVG AUM / ADVISOR
$227.3K AVG AUM / CLIENT
20.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
30yrs Firm Age
Insights
Full visibility includes strategy notes for pathway timber.
See the complete signal summary connected to frontier.
Open the full profile to inspect shifts in legacy legacy.
Upgrade to reveal position-level detail across insight north.
Full visibility includes strategy notes for oak unison meridian.
Open the full profile to inspect shifts in element capital.
Request access to benchmark trends tied to signal.
Upgrade to reveal position-level detail across foundation legacy.
Asset Classes
Glacier Legacy Legacy Focus Atlas prime
Custodian
Harbor legacy Vector frontier
Investment Themes
North bridge Ridge
Investment Vehicles
Peak
Services
Legacy Pioneer vector Wave pioneer Vertex optima Unison Beacon Matrix
Technology
Radial Signal quantum
Owner & Executives
R
ROBERT ANDREW BONAVITO
Partner, President
- CRD
- #5139414
- Ownership
- 75% or more
(692) 678-7613
wave.insight@peakcapital.com
in linkedin.com/in/frontier-prime
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,000,000 | -- |
| Non-Discretionary | $500,000 | -- |
| Total | $2,500,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.