Asset Planning Services, Ltd. info
Asset Planning Services, Ltd. (SEC CIK 1694287) first filed with the SEC on 2017-01-13 (Form 13F-HR) and has filed 31 times since, including 27 Form 13F-HR quarterly holdings reports. It is organized in — and registered at 162 MAIN STREET, HARLEYSVILLE, PA, 19438.
- Name: Value Asset Planning Services, Ltd..
- SEC CIK: Value 1694287.
- State of organization: Value —.
- Business address: Value 162 MAIN STREET, HARLEYSVILLE, PA, 19438.
No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.
Firm
| Field | Value |
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| Name | Asset Planning Services, Ltd. |
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| SEC CIK | 1694287 |
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| State of organization | |
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| Business address | 162 MAIN STREET, HARLEYSVILLE, PA, 19438 |
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| Mailing address | 162 MAIN STREET, HARLEYSVILLE, PA, 19438 |
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| Phone | 215-256-4600 |
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| Fiscal year end | |
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| Former names | None filed |
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SEC Filing History
| Field | Value |
|---|
| First SEC filing | 2017-01-13 (Form 13F-HR) |
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| Latest SEC filing | 2022-02-14 (Form 13F-HR) |
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| Filings on EDGAR | 31 |
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| First Form 13F-HR | 2017-01-13 (quarter ended 2015-06-30) |
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| Latest Form 13F-HR | 2022-02-14 (quarter ended 2021-12-31) |
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| Form 13F-HR filings | 27 |
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Filings by Year
| Year | Filings | Form 13F-HR |
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| 2022 | 1 | 1 |
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| 2021 | 4 | 4 |
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| 2020 | 8 | 4 |
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| 2019 | 4 | 4 |
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| 2018 | 4 | 4 |
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| 2017 | 10 | 10 |
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Similar Firms
| Firm Name | Country | 13F Value | Holdings |
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| Not available yet |