other names
  • HOUBEN PLANNING ASSOCIATES INC.
  • JEFFREY L. HOUBEN
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Adviser Profile

As of Date 03/30/2025
Adviser Type
Number of Employees
of those in investment advisory functions
Registration Massachusetts, Approved, 02/11/1999
AUM* 0
of that, discretionary
Private Fund GAV* 0
% High Net Worth 18.18% -1.82%
SMA’s No
Private Funds 0
Contact Info 617 xxxxxxx

Client Types

Advisory Activities

- Financial planning services

Compensation Arrangments

- Hourly charges

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees