| American Economic Planning Group Inc is a RIA based in Warren, NJ with $696M in AUM and with 13 advisors nationwide. Steven Wayne Kaye is the majority owner of the firm and has been in this role with the firm since 1983. |
| Name | Start Date |
|---|---|
| Aldo Salvatore Vultaggio | Jan 2008 |
| Alyssa Yvonne Schutsky | Mar 2006 |
| Deborah Rita Frisby | Dec 2006 |
| Donald Merritt Ziskind Goldberg | Dec 2003 |
| Eugene Gerard Francis | Dec 2003 |
*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.
| Name | Title | Tenure Date |
|---|---|---|
| Steven Wayne Kaye | President, Chief Compliance Officer | 03/01/1983 |
| Markian Taras Ukrainskyj | Chief Investment Officer | 09/01/1999 |
| Michael Alan Seidel | Chief Operating Officer | 01/01/2006 |
No firm affiliates listed.
| Address: |
25 Independence Blvd. Warren , NJ 07059 |
|---|---|
| Phone Number: | 908-757-5600 |
| Type: | Investment Adviser Firm |
| HQ: | Warren, NJ |
| Employees: | About 30 |
| Total Assets: | $695.7M |
| Website: |
| Individuals | |
| High Net Worth Individuals | |
| Pension and Profit Sharing Plans | |
| Banking or Thrift Institutions | |
| Charitable Organizations | |
| State or Municipal Government Entities | |
| Insurance Companies |
No professional designations listed.
No membership associations listed.
No services listed.
