ASSET PLANNING SERVICES INC
SEC Form ADV profile.
Total regulatory AUM
$365,570,218
Discretionary
$323,764,207
Non-discretionary
$41,806,011
Firm details
- CRD number
- 104715
- SEC file number
- 801-29419
- Main office
- COVINGTON, LA, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.