Adp Strategic Plan Services, LLC is a large advisory firm based in Roseland. It manages $3 billion of regulatory assets for 13,604 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
Adp Strategic Plan Services provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Adp Strategic Plan Services, LLC is $3 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 104241% 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 Adp Strategic Plan Services, LLC for their services and products based on a percentage of assets under management 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 only and largest group of clients of James Thomas Buccella is pension and profit sharing plans with 13,604 clients and $3 billion of assets under management. Among the 8 most similar advisory firms, Adp Strategic Plan Services has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $3 billion for 13,604 clients. None of the firm’s clients are foreign persons or businesses.
Adp Strategic Plan Services doesn't advise any private funds.
The company employs 9 people that are either part- or full-time employees. 56 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 497 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
James Thomas Buccella has been acting as President since 1 Dec 2016. Pamela Hundt Reid joined the executive team most recently as the Corporate Secretary.
The principal office where Adp Strategic Plan Services, LLC performs its advisory services is located at 1 Adp Boulevard, Roseland, NJ 07068 The mailing address of the firm is 71 Hanover Rd, Florham Park, NJ 07932. An additional office of the firm is in Salem, NH. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (973) 712-2000 or by fax 855-636-5295. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at adpstrategicplanservices.com.