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ACA/PRUDENT INVESTORS PLANNING CORPORATION
CRD 47798File 801-56596
APPROVED
Retail clients
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$351.4M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $351.4M
Clients
880
1,509 accounts
Employees
2
Below cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jun 15, 1999
- Principal office
- 290 US HIGHWAY 22, SUITE 201, GREEN BROOK, NJ, 08812
- Phone
- 732-926-1100
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $351.4M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $351.4M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 1,509
- Total accounts
- 1,509
- AUM per client
- $399K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 70 | $167.9M |
| Individuals (other than high net worth individuals) | 810 | $183.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Educational seminars
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.