Asset Planning Corporation
● SEC registered since 2004CRD 126242SEC# 801-63461W. Palm Beach, FL
Reg. AUM
$104.4M
Employees
5
Accounts
242
Location
W. Palm Beach, FL
Asset Planning Corporation assets under management
Asset Planning Corporation operates as an SEC-registered investment adviser based in W. Palm Beach, FL. The firm has been registered since 2004. It reports $104.4 million in regulatory assets under management and employs 5 people.
Asset Planning Corporation owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Financial Planning Investment Group, Inc. Control | Owner | Over 75% | 2012 |
| Renee Suzanne Post Control | President/Chief Compliance Officer | Under 5% | 2011 |
| Louis James MacLoskey Control | Founder | 25-50% | 2019 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Asset Planning Corporation manage?
Asset Planning Corporation reports $104.4 million in regulatory assets under management on its Form ADV.
How many employees does Asset Planning Corporation have?
Asset Planning Corporation reports 5 employees.
Where is Asset Planning Corporation located?
Asset Planning Corporation is based in W. Palm Beach, FL and has been SEC-registered since 2004.
Does Asset Planning Corporation disclose fund performance?
Asset Planning Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1615 Forum Place, Suite 1a, W. Palm Beach, FL 33401 |
| Phone | 561-689-5724 |
| Fax | 561-689-8558 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$104.4M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$104.4Mregulatory AUM
Discretionary $104.4M