The Planning Center Inc

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CAFR Data
The Planning Center Inc
CRD #118994
SEC #801-61051
CIK #
AUM $708.7 MM (92% Disc, 100% US)
Employees20 (70% Investors, 0% Brokers)
Phone309-797-4030
Address1615 5th Avenue
Moline, IL 61265
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
71056842628414202002200820142020
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
SIFE
CA 0.7
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