FINANCIAL PLANNING ANALYSTS, LLC
Firm details
- Headquarters
- MELVILLE, New York
- CRD number
- 121338
- Registered since
- August 1, 2002
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI80.89%
- Corporations / Businesses19.11%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Financial Planning Analysts, LLC is a limited liability company that has been registered with the SEC since 2002. The firm primarily serves individual and family clients, offering financial planning services and portfolio management tailored for individuals and small businesses. With a fee structure based on a percentage of assets under management, the firm operates as a registered representative of a broker-dealer and also functions as an insurance broker. While the firm does not actively engage in ESG investing, it maintains a focused approach to investment management.
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 Equities88%
- Cash & Cash Equivalents12%
Contacts
1 of 1MARK BRODY
Managing MemberCRD 1475753
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MELVILLE, NY
SUFFOLK
Location
MELVILLE, NY
Headquartered in MELVILLE, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- SUFFOLK
- Address
- 734 Walt Whitman Rd
- Time zone
- ET (UTC-5)
- Office locations
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