Advice & Planning Services LLC
● SEC registered since 2021CRD 283626SEC# 801-120211Youngwood, PA
Reg. AUM
$187.1M
Employees
1
Accounts
740
Location
Youngwood, PA
Advice & Planning Services LLC assets under management
Advice & Planning Services LLC operates as an SEC-registered investment adviser based in Youngwood, PA. The firm has been registered since 2021. It reports $187.1 million in regulatory assets under management and employs 1 people.
Advice & Planning Services LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ryan Douglas Naugle Control | Chief Compliance Officer | Over 75% | 2016 |
Frequently asked questions
How much does Advice & Planning Services LLC manage?
Advice & Planning Services LLC reports $187.1 million in regulatory assets under management on its Form ADV.
How many employees does Advice & Planning Services LLC have?
Advice & Planning Services LLC reports 1 employees.
Where is Advice & Planning Services LLC located?
Advice & Planning Services LLC is based in Youngwood, PA and has been SEC-registered since 2021.
Does Advice & Planning Services LLC disclose fund performance?
Advice & Planning Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10 North 4th Street, Suite 100, Youngwood, PA 15697 |
| Phone | 724-635-0427 |
| Fax | 724-635-0428 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$187.1M▲ 10%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$187.1Mregulatory AUM
Discretionary $171.1MNon-discretionary $16.1M