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FINANCIAL PLANNING GROUP INC. (THE)
ROBERT A BONAVITO
CRD 129894
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