|
⚲
|
| Planners Financial Services Inc
✚
|
|
|---|---|
| CRD # | 6751 |
| SEC # | 801-11036 |
| CIK # | |
| AUM | $96.4 MM (2023-03-22) |
| Employees | 2 (50% Investors, 100% Brokers) |
| Phone | 651-405-9000 |
| Address | 1210 Northland Drive Mendota Heights, MN 55120 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 141 | 27.4 |
| (b) Individuals (high net worth individuals) | 43 | 69.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 501 | 96.4 |
| By Discretionary | ||
| Discretionary | 501 | 96.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 501 | 96.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 96.4 | |
| Total | 501 | 96.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Insight Wealth Strategies LP
✚
|
CA | 0.1 |
|
Park Avenue Investment Advisory LLC
✚
|
NY | 0.1 |
|
Castle Financial & Retirement Planning Associates Inc
✚
|
NJ | 0.1 |
|
Ashbay Capital LLC
✚
|
NY | 0.1 |
|
Clarity Investments Planning LLC
✚
|
NY | 0.1 |
|
Providence Wealth Management LLC
✚
|
TN | 0.1 |
|
Johnson Dunn Capital Advisors Inc
✚
|
FL | 0.1 |
|
Omicron Advisors LLC
✚
|
DE | 0.1 |
|
Lind Capital Partners LLC
✚
|
IL | 0.1 |
|
Severin Investments LLC
✚
|
MO | 0.1 |