Treasure Coast Financial Planning, Inc.
● SEC registered since 2013CRD 166684SEC# 801-77753Vero Beach, FL
Reg. AUM
$241.5M
Employees
6
Accounts
661
Location
Vero Beach, FL
Treasure Coast Financial Planning, Inc. assets under management
Treasure Coast Financial Planning, Inc. is an SEC-registered investment adviser based in Vero Beach, FL. The firm has been registered since 2013. It reports $241.5 million in regulatory assets under management and employs 6 people.
Treasure Coast Financial Planning, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Angela Dawn Johnson | Shareholder/Secretary And Treasurer | 10-25% | 2023 |
| Anthony John Dzielski | Shareholder/Vice President | 10-25% | 2023 |
| Guy Lawrence Bassini Control | Principal Owner, Chief Executive Officer, President And Chief Compliance Officer | Over 75% | 1996 |
Frequently asked questions
How much does Treasure Coast Financial Planning, Inc. manage?
Treasure Coast Financial Planning, Inc. reports $241.5 million in regulatory assets under management on its Form ADV.
How many employees does Treasure Coast Financial Planning, Inc. have?
Treasure Coast Financial Planning, Inc. reports 6 employees.
Where is Treasure Coast Financial Planning, Inc. located?
Treasure Coast Financial Planning, Inc. is based in Vero Beach, FL and has been SEC-registered since 2013.
Does Treasure Coast Financial Planning, Inc. disclose fund performance?
Treasure Coast Financial Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 545 Beachland Blvd, Vero Beach, FL 32963 |
| Phone | 772-231-1422 |
| Fax | 772-231-1402 |
| Office hours | 8:30a.m.-5p.m., Fri: 8:30a.m.-4p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1911307 |
| Discloses disciplinary history | No |
Regulatory AUM
$241.5M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$241.5Mregulatory AUM
Discretionary $241.5M