Planning Strategies Inc

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CAFR Data
Planning Strategies Inc
CRD #117105
SEC #801-112684
CIK #
AUM $191.5 MM (99% Disc, 100% US, 2020-03-03)
Employees11 (55% Investors, 0% Brokers)
Phone717-207-7123
Address147 North Shippen Street
Lancaster, PA 17602
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
195156117783902010201320172021
Comparable Firms State AUM ($BB)
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OH 0.2
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Islay Capital Management LLC
TX 0.2
Novapoint Capital LLC
GA 0.2
Roulston & Co Inc
OH 0.2
The Parkridge Group
PA 0.2
Aquire Wealth Advisors LLC
UT 0.2
Kondo Wealth Advisors Inc
CA 0.2
The Capital Chart ROOM Ltd
TX 0.2
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