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FINANCIAL PLANNING GROUP INC. (THE)

ROBERT A BONAVITO

CRD 129894

Visit website

1812 FRONT STREET, SCOTCH PLAINS, NJ, 07076, United States

Phone

908-322-7719

Fax

908-322-7792

Registration

— (—)

Source

State registered

Total AUM

$2.5M

Discretionary AUM

$2.0M

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2015-12-28

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

All web addresses on file

Official SEC filing: View on IAPD