Asset Planning Services Inc
Firm details
- Headquarters
- Covington, Louisiana
- CRD number
- 104715
- Registered since
- May 14, 1987
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI89.76%
- Individuals7.63%
- Pension & Profit Sharing Plans1.49%
- Corporations / Businesses1.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Asset Planning Services Inc is an independent, SEC-registered registered investment adviser that has operated since 1987 as a privately owned corporation. The firm serves both individual and family clients as well as institutional clients, offering fee-based financial planning and portfolio management across individual, small-business and institutional relationships. Its advisory services include financial planning, portfolio management for individuals and businesses, and pension consulting. Fee arrangements include asset-based fees and fixed-fee engagements. The firm does not identify as an active ESG investor and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities62%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents14%
- Investment Grade Corp Bonds5%
- US Government Bonds4%
Contacts
3 of 3Jillian Nelson
Portfolio ManagerCRD 4428527
Claude Duet
PresidentCRD 4332316
Brenda Duet
OfficerCRD 4332333
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$11.6M in ETFs
100%
$11.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $5.3M | 181,707 | 46.23% |
Location
Covington, LA
Saint Tammany
Location
Covington, LA
Headquartered in Covington, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- Saint Tammany
- Address
- 509 W 21st Ave
- Time zone
- CT (UTC-6)
- Office locations
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