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| Planning Directions Inc
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|---|---|
| CRD # | 120131 |
| SEC # | 801-62686 |
| CIK # | 0000821103 |
| AUM | 542.4 M (2026-02-12) |
| Employees | 8 (50% Investors, 50% Brokers) |
| Phone | 610-361-0865 |
| Address | 239 Baltimore Pike Glen Mills, PA 19342-1127 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.9 | ||
| Nvidia Corp | 2.8 | ||
| Amazon Com Inc | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 308 | 134.4 |
| (b) Individuals (high net worth individuals) | 144 | 363.0 |
| (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 | 1.2 |
| (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 | 1.0 |
| (n) Other | 11 | 42.9 |
| Total | 1,431 | 542.4 |
| By Discretionary | ||
| Discretionary | 1,420 | 499.6 |
| Non-Discretionary | 11 | 42.9 |
| Total | 1,431 | 542.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 542.4 | |
| Total | 1,431 | 542.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000821103] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 17 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Marion Wealth Management LLC
✚
|
PA | 543.4 M |
|
Palumbo Wealth Management LLC
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|
Prosperity Planning Inc
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Headwater Investment Consulting Inc
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|
Gravitalix Financial LLC
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|
Juno Financial Group LLC
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Beacon Investment Advisors LLC
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MD | 541.9 M |
|
Tandem Financial LLC
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|
Shorehaven Wealth Partners LLC
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|
BCGM Wealth Management LLC
✚
|
IN | 541.5 M |