ASSET & FINANCIAL PLANNING, LTD
SEC file number 801-20784
· POUGHKEEPSIE, NY
https://planningcenter.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$589.9M
Discretionary AUM
$589.9M
Employees
—
Clients
2982
Firm
- Address
- 11 RAYMOND AVENUE
POUGHKEEPSIE, NY 12603 - Phone
- —
- Website
- https://planningcenter.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- 100 Acre Digital Asset Fund, LP Low name-match confidence · CIK 1803608 · CA
- 100 Acre Digital Asset Offshore Fund, Ltd. Low name-match confidence · CIK 1806495 · CA
- 12th Street Asset Management LP Low name-match confidence · CIK 1449906 · TN
- 51Quid Digital Asset Fund, LP Low name-match confidence · CIK 2045909 · TX
- a16z Perennial Real Assets Fund, L.P. Low name-match confidence · CIK 2011953 · CA
- AB CarVal Asset Based Fund A LP Low name-match confidence · CIK 2024048 · MN
- ABR Dynamic Multi-Asset Fund 2x LP Low name-match confidence · CIK 2067672 · NY
- ABR Dynamic Multi-Asset Fund LP Low name-match confidence · CIK 1982653 · NY
- ABR Dynamic Multi-Asset Offshore Fund 2x LP Low name-match confidence · CIK 2067479 · E9
- ABR Dynamic Multi-Asset Offshore Fund LP Low name-match confidence · CIK 2027126 · E9
- AB Residential Mortgage Assets Fund LP Low name-match confidence · CIK 2027634 · NY
- Abundance Asset Management LP Low name-match confidence · CIK 1970127 · DE
-
51Quid Digital Asset Fund, LP · D/A · Nov 5, 2026
-
a16z Perennial Real Assets Fund, L.P. · D/A · Sep 8, 2026
-
AB CarVal Asset Based Fund A LP · D/A · Aug 24, 2026
-
AB Residential Mortgage Assets Fund LP · D/A · Jun 26, 2026
-
ABR Dynamic Multi-Asset Offshore Fund 2x LP · D/A · May 8, 2026
-
ABR Dynamic Multi-Asset Fund 2x LP · D/A · May 8, 2026
-
12th Street Asset Management LP · D/A · Jan 8, 2026
-
51Quid Digital Asset Fund, LP · D/A · Nov 5, 2025
-
a16z Perennial Real Assets Fund, L.P. · D/A · Sep 9, 2025
-
AB CarVal Asset Based Fund A LP · D · Aug 22, 2025
-
ABR Dynamic Multi-Asset Offshore Fund LP · D/A · Jun 27, 2025
-
AB Residential Mortgage Assets Fund LP · D/A · Jun 25, 2025
-
ABR Dynamic Multi-Asset Fund LP · D/A · Jun 13, 2025
-
ABR Dynamic Multi-Asset Offshore Fund 2x LP · D · May 9, 2025
-
ABR Dynamic Multi-Asset Fund 2x LP · D · May 9, 2025
-
100 Acre Digital Asset Offshore Fund, Ltd. · D/A · Apr 9, 2025
-
100 Acre Digital Asset Fund, LP · D/A · Apr 9, 2025
-
Abundance Asset Management LP · D/A · Mar 5, 2025$10M
-
12th Street Asset Management LP · D/A · Jan 10, 2025