CRD: 125319
Financial Planning Professionals, Inc.
$36.4M Total AUM
$36.4M Disc. AUM
-- 3Y CAGR
1 Employees
111 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-08-2004
- Office Locations
- 1
Office Locations
188 Fries Mill Road Bldg L-1 Turnersville NJ
About Financial Planning Professionals, Inc.
Financial Planning Professionals, Inc. is a Stuart-based RIA. The firm has been operating for 21 years. Managing $36.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
-- AVG AGE
$36.4M AVG AUM / ADVISOR
$327.5K AVG AUM / CLIENT
21.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Momentum Beacon vital
Client Personas
Insight element
Custodian
Legacy frontier
Investment Themes
Value Atlas
Investment Vehicles
Timber crest
Services
Vertex Prime Prime Signal Peak Capital ridge Delta frontier Delta Meridian
Owner & Executives
EDWARD JOSEPH HARRINGTON JR
Chief Compliance Officer
- CRD
- #1430437
- Ownership
- 75% or more
(594) 213-6857
vital.frontier@timbercapital.com
in linkedin.com/in/summit-wave
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,357,624 | $176,579 |
| Non-Discretionary | $0 | $194,430 |
| Total | $36,357,624 | $180,201 |
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Separately Managed Accounts
Total SMA Asset: $36,357,624
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $5,983,508,451 | 100.0% |
| Total | $5,983,508,451 | 100.0% |