Professional Planning Associates Inc is a large advisory firm based in Rochester. It manages $109.39 million of regulatory assets for 513 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Massachusetts, and 5 other states.
Professional Planning Associates provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Professional Planning Associates Inc is $109.39 million. The firm's AUM has gone down by -23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Professional Planning Associates Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Professional Planning Associates Inc performs its advisory services is located at 25 Canterbury Road, Rochester, NY 14607, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 585-442-6660 or by fax 585-473-4976. The normal business hours are 8am - 5pm on Monday - Friday.