Asset Planning Services Inc
Legal Name: ASSET PLANNING SERVICES INC
Full Contact Details
Asset Planning Services Inc
509 W. 21ST AVENUE, COVINGTON, LA
985-867-8679
985-867-8038
Other Info
Asset Planning Services Inc is legally known as ASSET PLANNING SERVICES INC. It is a LA Corporation. This firm has 8 employees, of which 3 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of May 14, 1987.
Direct Owners
-
BRENDA MARTINEZ DUET
SECRETARY/DIRECTOR owns 75% or more
-
CLAUDE PAUL DUET
PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER owns 75% or more
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Jul 17, 2019
- VANGUARD INDEX FDS GROWTH ETF $9,429k
- VANGUARD INDEX FDS VALUE ETF $7,429k
- VANGUARD STAR FD VG TL INTL STK F $5,314k
- ISHARES TR $3,891k
- ISHARES TR CORE S&P SCP ETF $3,156k
- ISHARES INC CORE MSCI EMKT $2,354k
- SPDR S&P 500 ETF TR TR UNIT $2,313k
- iShares Core MSCI Total Intern $2,229k
- Apple Inc $1,290k
- ISHARES $930k