The Planned Approach Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
The Planned Approach Inc
CRD #166638
SEC #801-77739
CIK #
AUM$186.8 MM
Employees5
Phone816-941-0098
Address420 W 98th Street, Suite 1
Kansas City, MO 64114
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Comparable Firms AUM ($BB)
Mader & Shannon Wealth Management Inc
0.2
Greencourse Financial Advisors LLC
0.2
Fourthstone LLC
0.2
Philip Vongontard CFA LLC
0.2
Prosperity Planning Inc
0.2
JJP Capital Management Inc
0.2
Trinity Wealth Advisors LLC
0.2
Alexander Labrunerie & Co Inc
0.2
Cauble & Harre Wealth Management Inc
0.2
EKON Advisors LLC
0.2