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| Planning Capital Management Corp
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|
|---|---|
| CRD # | 112994 |
| SEC # | 801-117036 |
| CIK # | |
| AUM | $273.3 MM (2023-03-21) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 215-709-5100 |
| Address | 150 N Radnor Chester Road Radnor, PA 19087 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 168 | 51.4 |
| (b) Individuals (high net worth individuals) | 78 | 209.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 12.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 856 | 273.3 |
| By Discretionary | ||
| Discretionary | 856 | 273.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 856 | 273.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 272.3 | |
| Total | 856 | 273.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Trueblood Wealth Management LLC
✚
|
OH | 0.3 |
|
JGHendricks Financial Services LLC
✚
|
IL | 0.3 |
|
Virginia Wealth Management Group Inc
✚
|
VA | 0.3 |
|
Fusion Capital LLC
✚
|
SC | 0.3 |
|
First Citizens Asset Management Inc
✚
|
NC | 0.3 |
|
Financial Decisions LLC
✚
|
NY | 0.3 |
|
Miller Financial Services LLC
✚
|
MI | 0.3 |
|
Cox Capital Management LLC
✚
|
MA | 0.3 |
|
IF Advisors LLC
✚
|
TX | 0.3 |
|
Moirai Wealth Management LLC
✚
|
CA | 0.3 |