The Planning Center Inc


Assets, Funds, Holdings

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The Planning Center Inc
CRD #118994
SEC #801-61051
AUM $708.7 MM (92% Disc, 100% US)
Employees20 (70% Investors, 0% Brokers)
Address1615 5th Avenue
Moline, IL 61265
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Mosaic Family Wealth LLC
MO 0.7
JM Forbes & Co LLP
MA 0.7
Kensington Investment Group Inc
CA 0.7
Inscription Capital LLC
TX 0.7
Aurum Wealth Management Group LLC
OH 0.7
Okumus Capital LLC
NY 0.7
Rockbridge Investment Management LLC
NY 0.7
Cable Hill Partners LLC
OR 0.7
Fiduciary Investment Management International Inc
DC 0.7
CA 0.7
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