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| Happy Holidays!! thanks for using AUM13F!! |
| Planning Strategies Inc
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|---|---|
| CRD # | 117105 |
| SEC # | 801-112684 |
| CIK # | |
| AUM | $348.1 M (2025-03-27) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 717-207-7123 |
| Address | 147 North Shippen Street Lancaster, PA 17602 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 552 | 119.5 |
| (b) Individuals (high net worth individuals) | 153 | 219.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 7.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,344 | 348.1 |
| By Discretionary | ||
| Discretionary | 1,337 | 346.1 |
| Non-Discretionary | 7 | 2.0 |
| Total | 1,344 | 348.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 347.8 | |
| Total | 1,344 | 348.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Tumwater Wealth Management LLC
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|
ID | 0.3 |
|
Virginia Wealth Management Group Inc
✚
|
VA | 0.3 |
|
Graystone Partners Wealth Management LLC
✚
|
AZ | 0.3 |
|
Kerberos Capital Management LLC
✚
|
IL | 0.3 |
|
Hassell Wealth Management LLC
✚
|
LA | 0.3 |
|
Balance Wealth Partners LLC
✚
|
OH | 0.3 |
|
Anderson Financial Strategies LLC
✚
|
OH | 0.3 |
|
Financial Arcitects Inc
✚
|
MI | 0.3 |
|
SS&H Financial Advisors Inc
✚
|
MI | 0.3 |
|
Peachtree Wealth Advisors Inc
✚
|
GA | 0.3 |