|
⚲
|
| Planned Financial Services LLC
✚
|
|
|---|---|
| CRD # | 112879 |
| SEC # | 801-110086 |
| CIK # | |
| AUM | $368.2 MM (2024-03-28) |
| Employees | 11 (45% Investors, 45% Brokers) |
| Phone | 440-740-0130 |
| Address | 7000 Fitzwater Road Cleveland, OH 44141 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 192 | 100.4 |
| (b) Individuals (high net worth individuals) | 66 | 195.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 28 | 72.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 755 | 368.2 |
| By Discretionary | ||
| Discretionary | 727 | 295.9 |
| Non-Discretionary | 28 | 72.3 |
| Total | 755 | 368.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 368.2 | |
| Total | 755 | 368.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wakefield Wealth Management LLLP
✚
|
CO | 0.4 |
|
Sunpointe LLC
✚
|
MO | 0.4 |
|
Fortune Financial Advisors LLC
✚
|
KS | 0.4 |
|
WrapManager Inc
✚
|
CA | 0.4 |
|
Giverny Capital Asset Management LLC
✚
|
NY | 0.4 |
|
Helen Stephens Group LLC
✚
|
TX | 0.4 |
|
Postrock Partners LLC
✚
|
KS | 0.4 |
|
Entrust Wealth Advisors LLC
✚
|
CA | 0.4 |
|
Cross Staff Investments Inc
✚
|
NY | 0.4 |
|
PFW Advisors LLC
✚
|
GA | 0.4 |