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- Custodian
- Altruist · SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-05-2024
- Office Locations
- 1
Office Locations
About Triple Play Planning, LLC
Triple Play Planning, LLC provides full-service financial planning, including tax planning/prep and college planning, for Gen X and Gen Y professionals. Positioned as a “Household CFO,” the firm helps clients organize investments, workplace benefits, debt, and goal setting. Investment management centers on asset allocation and risk management, commonly using mutual funds and ETFs, with custody via platforms including Altruist and SEI.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JEFFREY MICHAEL ARBER
Chief Compliance Officer, FOUNDER
- CRD
- #5647525
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,370,373 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,370,373 | -- |
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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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