P
CRD: 150292
Plan2prosper Llc.
Andover, NJ, 07821
9739036856
$9.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
9 ADV. Clients
17 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-01-2009
- Office Locations
- 1
Office Locations
19 Green Farms RD Andover NJ
About Plan2prosper Llc.
Plan2prosper Llc. is a Andover-based RIA. The firm has been operating for 17 years. Managing $9.3M in total assets under management, with 1 advisory representatives. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
-- AVG AGE
$9.3M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
17.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Crest
Client Personas
Matrix
Investment Themes
Unison Summit Optima insight
Investment Vehicles
Summit timber
Services
Crest Harbor alpha Vertex vital Summit Matrix Horizon unison Horizon insight
Owner & Executives
L
LINDA JOANNE NEARY
Investment Director, Managing Partner
- CRD
- --
- Ownership
- 50% but less than 75%
(234) 766-3655
summit.ridge@pioneercapital.com
in linkedin.com/in/summit-fusion
Showing 1 of 1 owners & executives
Unlock allContacts
AUSTIN MICHEAL NEARY
--
- CRD
- #5415197
(869) 458-6875
catalyst.north@eaglecapital.com
in linkedin.com/in/beacon-quantum
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $9,300,000 | -- |
| Total | $9,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,300,000
Equity - Exchange:
29.8% Corporate - Investment Grade:
30.9% U.S. Government/Agency:
7.8% Cash:
8.6% Derivatives:
22.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,461,346,880 | 29.8% |
| Corporate - Investment Grade | $1,515,289,215 | 30.9% |
| U.S. Government/Agency | $382,500,190 | 7.8% |
| Cash | $421,730,979 | 8.6% |
| Derivatives | $1,122,981,328 | 22.9% |
| Total | $4,903,848,592 | 100.0% |