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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-23-2017
- Office Locations
- 1
Office Locations
About Julien Planning, LLC
Julien Planning is an independent Hackensack, NJ RIA founded by CPA Bruce Julien (2002) providing investment management alongside tax preparation/reduction and estate planning, with insurance planning support. The firm works with individuals and families including retirees, business owners, and entrepreneurs, emphasizing goal-based, tax-efficient portfolio construction using mutual funds and ETFs. Differentiator for partners: CPA-led, independent fiduciary approach.
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Owner & Executives
BRUCE ROBERT JULIEN
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #2175206
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,968,457 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,968,457 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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