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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-28-2007
- Office Locations
- 1
Office Locations
About Followthru Planning Associates LLC
FollowThru Planning Associates is a boutique Brooklyn, NY financial planning firm led by Stephen Chen, focused on helping individuals and small business owners get organized and build toward financial independence. The firm emphasizes hands-on, education-driven advice and follow-through on implementation, including day-to-day financial organization and tax and insurance planning. Investment approach centers on asset allocation, with portfolios primarily implemented using ETFs.
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Investment Themes
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Owner & Executives
STEPHEN CHEN
Associate, President
- CRD
- #3178033
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $654,378 | -- |
| Non-Discretionary | $826,687 | -- |
| Total | $1,481,065 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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