Aca/Prudent Investors Planning Corporation
● SEC registered since 1999CRD 47798SEC# 801-56596Green Brook, NJ
Reg. AUM
$351.4M
Employees
2
Accounts
1,509
Location
Green Brook, NJ
Aca/Prudent Investors Planning Corporation assets under management
Aca/Prudent Investors Planning Corporation operates as an SEC-registered investment adviser based in Green Brook, NJ. The firm has been registered since 1999. It reports $351.4 million in regulatory assets under management and employs 2 people.
Aca/Prudent Investors Planning Corporation owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Craig Achtel Control | President / Cco, Pfo, Poo | 50-75% | 1999 |
| Robyn Sue Goldstein Control | Vice President | 25-50% | 2006 |
Frequently asked questions
How much does Aca/Prudent Investors Planning Corporation manage?
Aca/Prudent Investors Planning Corporation reports $351.4 million in regulatory assets under management on its Form ADV.
How many employees does Aca/Prudent Investors Planning Corporation have?
Aca/Prudent Investors Planning Corporation reports 2 employees.
Where is Aca/Prudent Investors Planning Corporation located?
Aca/Prudent Investors Planning Corporation is based in Green Brook, NJ and has been SEC-registered since 1999.
Does Aca/Prudent Investors Planning Corporation disclose fund performance?
Aca/Prudent Investors Planning Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 290 US Highway 22, Suite 201, Green Brook, NJ 08812 |
| Phone | 732-926-1100 |
| Fax | 732-926-1137 |
| Office hours | 9:00 a.m. To 4:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1089763 |
| Discloses disciplinary history | No |
Regulatory AUM
$351.4M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$351.4Mregulatory AUM
Discretionary $0Non-discretionary $351.4M