T
$27.3M Total AUM
$26.3M Disc. AUM
-- 3Y CAGR
1 Employees
49 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Trade-PMR
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-19-2024
- Office Locations
- 1
Office Locations
-- Hackettstown NJ
About THE Financial Planning Center, LLC
THE Financial Planning Center, LLC is a Hackettstown-based RIA. The firm has been operating for 1 years. Managing $27.3M in total assets under management, with 1 advisory representatives. They custody assets with Trade-PMR.
Team overview
-- AVG AGE
$27.3M AVG AUM / ADVISOR
$558.0K AVG AUM / CLIENT
1.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
MICHAEL A MARINO
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2190221
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,288,483 | -- |
| Non-Discretionary | $1,052,441 | -- |
| Total | $27,340,924 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing