S
$41.2M Total AUM
$41.2M Disc. AUM
-- 3Y CAGR
1 Employees
104 ADV. Clients
6 yrs Firm Age
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- Custodian
- Broadridge ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-19-2019
- Office Locations
- 1
Office Locations
7311 NW 4TH Blvd Gainesville FL
About Strategic Asset Planning
Strategic Asset Planning is a Gainesville-based RIA. The firm has been operating for 6 years. Managing $41.2M in total assets under management, with 1 advisory representatives. They custody assets with Broadridge and Fidelity/NFS.
Team overview
-- AVG AGE
$41.2M AVG AUM / ADVISOR
$396.6K AVG AUM / CLIENT
6.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
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Technology
Available
Owner & Executives
M
MICHAEL WAYNE TURNER
Chief Compliance Officer, Managing Director
- CRD
- #2200353
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,242,362 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,242,362 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available Public Funds:
Available Private Funds:
Available U.S. Government/Agency:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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