Asset Planning Services Ltd

Asset Planning Services Ltd operates as a professional financial planning firm and is duly incorporated as ASSET PLANNING SERVICES LTD. The company has a staff strength of 20, including 5 advisors who offer advisory services to their client base of 2 firms. The U.S. Securities and Exchange Commission has approved the firm's status, with registration dating back to November 1987.

• ERIK W. MORRIS

  CHIEF COMPLIANCE OFFICER owns less than 5%

• MATTHEW VOLPE

  CHILD OF RICHARD VOLPE owns more than 10% but less than 25%

• MEGAN VOLPE

  CHILD OF RICHARD VOLPE owns more than 10% but less than 25%

• MELISSA VOLPE

  CHILD OF RICHARD VOLPE owns more than 10% but less than 25%

• MICHAEL ALAN HALVORSEN

  SR. VICE PRESIDENT owns more than 10% but less than 25%

• MICHELLE RHODES

  CHILD OF RICHARD VOLPE owns more than 10% but less than 25%

• RICHARD JOHN VOLPE

  PRESIDENT/FOUNDER owns more than 10% but less than 25%

• SEAN MARK ROBERTS

  CHIEF INVESTMENT OFFICER owns more than 10% but less than 25%

• P J Roland Ltd
• Bernardo Wealth Planning LLC

• 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