Financial Planning Associates, Llc, NY — Investment Adviser | BuildTrust

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FINANCIAL PLANNING ASSOCIATES, LLC

Investment AdviceWHITE PLAINS, NY

Assets Under Management

$64.5M

Total AUM

Donut chart: Discretionary 64.5M
Category	Value
Discretionary	64.5M

Adviser Information

Field	Value
CRD Number	159404
SEC Number	801-79162
Street Address	399 KNOLLWOOD ROAD
Street Address 2	SUITE 113
Location	WHITE PLAINS, NY 10603
Country	United States
Phone	(914) 997-9229 X13
Fax	(914) 997-2139
Total Employees	1

Client Count by Type (60 Total)

Horizontal bar chart: Individuals (other than H… 32, High Net Worth Individual… 27, Pension/Profit Sharing Pl… 1
Category	Value
Individuals (other than H…	32
High Net Worth Individual…	27
Pension/Profit Sharing Pl…	1