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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Planned Financial Services LLC
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| CRD # | 112879 |
| SEC # | 801-110086 |
| CIK # | |
| AUM | $392.2 M (2025-03-31) |
| Employees | 12 (42% Investors, 42% Brokers) |
| Phone | 440-740-0130 |
| Address | 7000 Fitzwater Road Cleveland, OH 44141 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 183 | 91.4 |
| (b) Individuals (high net worth individuals) | 73 | 255.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 30 | 45.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 782 | 392.2 |
| By Discretionary | ||
| Discretionary | 752 | 346.9 |
| Non-Discretionary | 30 | 45.4 |
| Total | 782 | 392.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 392.2 | |
| Total | 782 | 392.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Financial Asset Management Corp
✚
|
NY | 0.4 |
|
Bridge City Capital LLC
✚
|
OR | 0.4 |
|
Newton One Investments LLC
✚
|
DE | 0.4 |
|
Pacific Ridge Capital Partners LLC
✚
|
OR | 0.4 |
|
Ceera Investments LLC
✚
|
0.4 | |
|
Coquina Private Wealth LLC
✚
|
FL | 0.4 |
|
Yukon Wealth Management Inc
✚
|
KS | 0.4 |
|
C C Dunnavan & Co Inc
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|
MN | 0.4 |
|
Sharp Wealth Advisory LLC
✚
|
PA | 0.4 |
|
Jeffrey N Mehler CFP LLC
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|
CT | 0.4 |