Adp Strategic Plan Services, LLC
● SEC registered since 2017CRD 286555SEC# 801-109013Roseland, NJ
Reg. AUM
$23.78B
Employees
13
Accounts
90,603
Location
Roseland, NJ
Adp Strategic Plan Services, LLC assets under management
Adp Strategic Plan Services, LLC is a registered investment adviser overseen by the SEC based in Roseland, NJ. The firm has been registered since 2017. It reports $23.8 billion in regulatory assets under management and employs 13 people.
Adp Strategic Plan Services, LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adp Atlantic LLC Control | Sole Member | Over 75% | 2016 |
| James Patrick Blake Control | Corporate Secretary | Under 5% | 2024 |
| James Thomas Buccella Control | Elected Manager | Under 5% | 2016 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Adp Strategic Plan Services, LLC manage?
Adp Strategic Plan Services, LLC reports $23.8 billion in regulatory assets under management on its Form ADV.
How many employees does Adp Strategic Plan Services, LLC have?
Adp Strategic Plan Services, LLC reports 13 employees.
Where is Adp Strategic Plan Services, LLC located?
Adp Strategic Plan Services, LLC is based in Roseland, NJ and has been SEC-registered since 2017.
Does Adp Strategic Plan Services, LLC disclose fund performance?
Adp Strategic Plan Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 Adp Boulevard, Roseland, NJ 07068 |
| Phone | (973) 712-2000 |
| Office hours | 9-5 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$23.78B▲ 14%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 5%
Larger than 95% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$23.78Bregulatory AUM
Discretionary $23.78B