Asset Planning Services Inc
● SEC registered since 1987CRD 104715SEC# 801-29419Covington, LA
Reg. AUM
$365.6M
Employees
5
Accounts
516
Location
Covington, LA
Asset Planning Services Inc assets under management
Asset Planning Services Inc is a registered investment adviser overseen by the SEC based in Covington, LA. The firm has been registered since 1987. It reports $365.6 million in regulatory assets under management and employs 5 people.
Asset Planning Services Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brenda Martinez Duet Control | Secretary/Director | Over 75% | 1987 |
| Claude Paul Duet Control | President/Director/Chief Compliance Officer | Over 75% | 1979 |
Frequently asked questions
How much does Asset Planning Services Inc manage?
Asset Planning Services Inc reports $365.6 million in regulatory assets under management on its Form ADV.
How many employees does Asset Planning Services Inc have?
Asset Planning Services Inc reports 5 employees.
Where is Asset Planning Services Inc located?
Asset Planning Services Inc is based in Covington, LA and has been SEC-registered since 1987.
Does Asset Planning Services Inc disclose fund performance?
Asset Planning Services Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 509 W. 21st Avenue, Covington, LA 70433 |
| Phone | 985-867-8679 |
| Fax | 985-867-8038 |
| Office hours | 7:30 a.m. To 4:30 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 811407 |
| Discloses disciplinary history | No |
Regulatory AUM
$365.6M▲ 6%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$365.6Mregulatory AUM
Discretionary $323.8MNon-discretionary $41.8M