American Economic Planning is an investment advisor in Warren with $912.81 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
222454043
SEC advisor number
801-32089
FINRA CRD number
109859
AUM ?
$912.81 mm
(as of 28 Jun 19)
Accounts
1,704
(as of 28 Jun 19)
Employees
15
(15 investment advisory or research)
Address
American Economic Planning
25 INDEPENDENCE BLVD.
STE 102
WARREN
NJ 07059
25 INDEPENDENCE BLVD.
STE 102
WARREN
NJ 07059
Office hours
Monday - Friday, 9AM - 5 PM
Phone
9087575600
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Kaye, Steven, Wayne | President | 03/1983 | > 75% |
| Schiffer, Christopher, John | Evp Strategy & Operations / Chief Compliance Officer | 02/2013 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Oct 19
13F-HR
Quarterly holdings report by institutional manager
23 Jul 19
13F-HR
Quarterly holdings report by institutional manager
15 May 19
13F-HR
Quarterly holdings report by institutional manager
14 Jan 19
13F-HR
Quarterly holdings report by institutional manager
16 Oct 18
13F-HR
Quarterly holdings report by institutional manager
14 Aug 18
13F-HR
Quarterly holdings report by institutional manager
8 May 18
13F-HR
Quarterly holdings report by institutional manager
29 Jan 18
13F-HR
Quarterly holdings report by institutional manager
27 Oct 17
13F-HR
Quarterly holdings report by institutional manager
25 Jul 17