Asset Planning Services is an investment advisor in Covington with $313.60 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
720921343
SEC advisor number
801-29419
FINRA CRD number
104715
AUM ?
$313.60 mm
(as of 17 Feb 22)
Accounts
590
(as of 17 Feb 22)
Employees
6
(2 investment advisory or research)
Address
Asset Planning Services
509 W. 21ST AVENUE
COVINGTON
LA 70433
509 W. 21ST AVENUE
COVINGTON
LA 70433
Office hours
Monday - Friday, 8:00 A.M. TO 5:00 P.M.
Phone
9858678679
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Duet, Claude, Paul | President/director/chief Compliance Officer | 06/1979 | > 75% |
Duet, Brenda, Martinez | Secretary/director | 06/1987 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Jan 24
13F-HR
Quarterly holdings report by institutional manager
19 Oct 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
19 Oct 22
13F-HR
Quarterly holdings report by institutional manager
22 Jul 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22
13F-HR
Quarterly holdings report by institutional manager
18 Jan 22