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| Keyboard |
| Planning Strategies Inc
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|---|---|
| CRD # | 117105 |
| SEC # | 801-112684 |
| CIK # | 0002139665 |
| AUM | 384.8 M (2026-03-18) |
| Employees | 11 (64% Investors, 0% Brokers) |
| Phone | 717-207-7123 |
| Address | 147 North Shippen Street Lancaster, PA 17602 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 409 | 146.4 |
| (b) Individuals (high net worth individuals) | 94 | 229.7 |
| (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 | 4 | 2.5 |
| (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 | 7 | 6.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,414 | 384.8 |
| By Discretionary | ||
| Discretionary | 1,407 | 382.7 |
| Non-Discretionary | 7 | 2.1 |
| Total | 1,414 | 384.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 384.5 | |
| Total | 1,414 | 384.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002139665] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 (1 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
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