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Aca/prudent Investors Planning Corp.

Headquartered in GREEN BROOK, NJ

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Firm Information

Aca/prudent Investors Planning Corp. is a registered investment adviser with the SEC and in 21 states. Founded in 1999, the firm has 2 licensed agents, 1 investment adviser representative, and 2 registered representatives. They manage approximately $294,401,513 in regulatory assets under management for 1,528 accounts. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth with a total of 890 clients. The firm offers market timing services and is headquartered in GREEN BROOK, NJ.

Aca/prudent Investors Planning Corp.

290 US HIGHWAY 22

GREEN BROOK, NJ 08812

$294.40M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

ACA/PRUDENT INVESTORS PLANNING CORP. has a total of 1 branch locations across the country.
location

GREEN BROOK, NJ

Advisors at Aca/prudent Investors Planning Corp.

View All 2 Advisors
Unclaimed
Alan Craig Achtel

GREEN BROOK, NJ

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Robyn Sue Goldstein

RA

GREEN BROOK, NJ

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Disclosures

There are no public disclosures for Aca/prudent Investors Planning Corp..

Frequently Asked Questions (10)

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