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| The Planning Center Inc
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|---|---|
| CRD # | 118994 |
| SEC # | 801-61051 |
| CIK # | 0001910966 |
| AUM | 1,371.9 M (2026-03-17) |
| Employees | 28 (43% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 309-797-4030 |
| Address | 1615 5th Avenue Moline, IL 61265 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 8.1 | ||
| Deere & Co | 7.9 | ||
| Microsoft Corp | 1.8 | ||
| Nvidia Corp | 1.6 | ||
| Amazon Com Inc | 1.4 | ||
| J P Morgan Chase & Co | 1.2 | ||
| Caterpillar Inc | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 570 | 332.0 |
| (b) Individuals (high net worth individuals) | 325 | 983.9 |
| (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 | 10 | 46.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 7 | 9.5 |
| (n) Other | 0 | 0.0 |
| Total | 3,032 | 1,371.9 |
| By Discretionary | ||
| Discretionary | 2,940 | 1,347.3 |
| Non-Discretionary | 92 | 24.5 |
| Total | 3,032 | 1,371.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,371.9 | |
| Total | 3,032 | 1,371.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001910966] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 34 |
| Serves | Institutional, Retail |
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|---|---|---|
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