Aca/prudent Investors Planning Corporation

% of assets managed in Green Brook, NJ

SEC registeredNo commissions reported

Call (732) 926-1100 Send a message Map ↗

Public-record details

Address: 290 US Highway 22, Suite 201, Green Brook, NJ 08812
Phone: (732) 926-1100
Listed under: % of assets managed
CRD number: 47798
Registration: SEC registered since 1999-06-15
Compensation (Form ADV 5.E): Percentage of assets under management
Commissions: None reported (Form ADV Item 5.E)
Regulatory assets under management: $351.4 million
Accounts managed: 1,509
Clients reported (Form ADV 5.D): 880
Individual / high-net-worth clients: 810 / 70
Employees: 2
Other business activities (Form ADV 6.A): Also active as: broker-dealer, insurance broker or agent
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-26

SEC registered investment adviser, CRD 47798, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 47798 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.