|
⚲
|
| Planning Strategies Inc
✚
| |
|---|---|
| CRD # | 117105 |
| SEC # | 801-112684 |
| CIK # | |
| AUM | $287.1 MM (2024-03-07) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 717-207-7123 |
| Address | 147 North Shippen Street Lancaster, PA 17602 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 551 | 102.2 |
| (b) Individuals (high net worth individuals) | 181 | 172.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 11.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,313 | 287.1 |
| By Discretionary | ||
| Discretionary | 1,306 | 285.2 |
| Non-Discretionary | 7 | 1.9 |
| Total | 1,313 | 287.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 286.9 | |
| Total | 1,313 | 287.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Comprehensive Wealth Solutions LLC
✚
|
FL | 0.3 |
|
Optimum Investment Advisors LLC
✚
|
IL | 0.3 |
|
Mighty Oak Strong America Investment Company
✚
|
PA | 0.3 |
|
Archway Wealth Management LLC
✚
|
MO | 0.3 |
|
SS&H Financial Advisors Inc
✚
|
MI | 0.3 |
|
626 Financial LLC
✚
|
MI | 0.3 |
|
Financial Network Wealth Advisors LLC
✚
|
UT | 0.3 |
|
RF&L Wealth Management LLC
✚
|
MA | 0.3 |
|
Mowery & Schoenfeld Wealth Management LLC
✚
|
IL | 0.3 |
|
Noble Wealth Management PBC
✚
|
CO | 0.3 |