Aca/Prudent Investors Planning Corporation (Green Brook)

Aca/Prudent Investors Planning Corporation is a large advisory firm based in Green Brook. It manages $162.88 million of regulatory assets for 1,606 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Connecticut, and 11 other states.

Aca/Prudent Investors Planning Corporation provides market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Aca/Prudent Investors Planning Corporation: assets under management

The assets under management (AUM) of Aca/Prudent Investors Planning Corporation is $162.88 million. The firm's AUM has grown by 30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in other assets the most. They account for 58% of the total AUM. The second-largest asset type is investment and business development companies, which make up 42% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Aca/Prudent Investors Planning Corporation for their services and products based on a percentage of assets under management. 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.

What kind of clients Aca/Prudent Investors Planning Corporation serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Aca/Prudent Investors Planning Corporation is individuals with 823 clients and $109.92 million of assets under management. Among the 9 most similar advisory firms, Aca/Prudent Investors Planning Corporation has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $162.88 million for 838 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Aca/Prudent Investors Planning Corporation doesn't advise any private funds.

Careers at Aca/Prudent Investors Planning Corporation

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Alan Craig Achtel	President / chief compliance officer	1 Apr 1999	75% - 100%	825259
Robyn Sue Achtel	Vice president	1 Dec 2006	Other	4486022

Based in Green Brook

The principal office where Aca/Prudent Investors Planning Corporation performs its advisory services is located at 290 Us Highway 22, Green Brook, NJ 08812, 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 732-926-1100 or by fax 732-926-1137. The normal business hours are 9:00 am to 4:00 pm on Monday - Friday.