Adp Strategic Plan Services, LLC
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Overview
Adp Strategic Plan Services, LLC is a financial advisory company that has its headquarters in Roseland, New Jersey. The firm handles $9.2 billion in assets under management throughout 43,676 accounts, making it one of the largest financial advisory firms in the nation by assets under management (AUM). The company has a small group, including 5 financial advisors. Adp Strategic Plan Services, LLC is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments such as equities, options and bonds.
Adp Strategic Plan Services, LLC oversees all of the company's client assets in a discretionary manner. Discretionary management is a structure in which transaction decisions are made by a portfolio manager without requiring the customer's approval. The investment advisory firm manages about $210,172 in assets for every customer account. The typical financial advisor at Adp Strategic Plan Services, LLC manages about 8,735 client accounts.
The company's main office is located at 1 Adp Boulevard, Roseland, New Jersey 7068. The firm is legally allowed to provide services to investors across 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Adp Strategic Plan Services, LLC by the Numbers
$9.2 billion
10
43,676
$210.2 thousand
Fee Structure
Fees for financial management usually are based on the services offered. Fee types charged by the firm likely consist of some blend of the following fee types: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Adp Strategic Plan Services, LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Adp Strategic Plan Services, LLC provides services to pension plans. Out of its 43,676 customers, Adp Strategic Plan Services, LLC's biggest client type is pension plans. None of the firm's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Adp Strategic Plan Services, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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