Asset Planning is an investment advisor in Knoxville with $318.83 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
620941756
SEC advisor number
801-63461
FINRA CRD number
126242
AUM ?
$90.28 mm
(as of 12 Mar 24)
Accounts
287
(as of 12 Mar 24)
Employees
7
(2 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
29 Apr 24
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
16 Oct 23
13F-HR
Quarterly holdings report by institutional manager
12 Jul 23
13F-HR
Quarterly holdings report by institutional manager
14 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22