Asset Planning Services Ltd
Legal Name: ASSET PLANNING SERVICES LTD.
Full Contact Details
Asset Planning Services Ltd
162 MAIN STREET, HARLEYSVILLE, PA
215-256-4600
215-256-1977
Other Info
Asset Planning Services Ltd is legally known as ASSET PLANNING SERVICES LTD.. It is a PA Other (specify). This firm has 20 employees, of which 5 are employees in advisory roles. It serves 2 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Nov 6, 1987.
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Direct Owners
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ERIK W. MORRIS
CHIEF COMPLIANCE OFFICER owns less than 5%
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MATTHEW VOLPE
CHILD OF RICHARD VOLPE owns more than 10% but less than 25%
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MEGAN VOLPE
CHILD OF RICHARD VOLPE owns more than 10% but less than 25%
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MELISSA VOLPE
CHILD OF RICHARD VOLPE owns more than 10% but less than 25%
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MICHAEL ALAN HALVORSEN
SR. VICE PRESIDENT owns more than 10% but less than 25%
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MICHELLE RHODES
CHILD OF RICHARD VOLPE owns more than 10% but less than 25%
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RICHARD JOHN VOLPE
PRESIDENT/FOUNDER owns more than 10% but less than 25%
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SEAN MARK ROBERTS
CHIEF INVESTMENT OFFICER owns more than 10% but less than 25%
Firms Located Nearby
Top Holdings
- 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
- VANGUARD INTL EQUITY INDEX F $1,213k