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ADP STRATEGIC PLAN SERVICES, LLC

dba ADP STRATEGIC PLAN SERVICES, LLC · CRD 286555 · Registered Investment Adviser

ADP STRATEGIC PLAN SERVICES, LLC is a Registered Investment Adviser headquartered in ROSELAND, NJ. The firm reports $23,781,365,084 in regulatory assets under management across 90,603 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$23,781,365,084
Non-discretionary$0
Total RAUM$23,781,365,084
Accounts90,603

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 286555. adviserinfo.sec.gov/firm/summary/286555.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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