The Planned Approach Inc


Assets, Funds, Holdings

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The Planned Approach Inc
CRD #166638
SEC #801-77739
AUM $226.5 MM (100% Disc, 100% US, 2020-03-17)
Employees5 (60% Investors, 0% Brokers)
Address420 W 98th Street, Suite 1
Kansas City, MO 64114
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Philip Vongontard CFA LLC
MO 0.2
Simple Financial Solutions LLC
FL 0.2
Ridge Creek Global Inc
OH 0.2
Essential Planning LLC
NH 0.2
The Hogan-Knotts Financial Group Inc
NJ 0.2
Mountain Capital Investment Advisors Inc
CO 0.2
VR Advisors LLC
CA 0.2
Select Capital Advisors LLC
PA 0.2
HELM Investment Management LLC
CO 0.2
Geometric Wealth Advisors LLC
DC 0.2
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