Overview
Assets Under Management: $95 million
Headquarters: MENDOTA HEIGHTS, MN
High-Net-Worth Clients: 46
Average Client Assets: $1.1 million
Frequently Asked Questions
PLANNERS FINANCIAL SERVICES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #6751), PLANNERS FINANCIAL SERVICES, INC. is subject to fiduciary duty under federal law.
PLANNERS FINANCIAL SERVICES, INC. is headquartered in MENDOTA HEIGHTS, MN.
PLANNERS FINANCIAL SERVICES, INC. serves 46 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, PLANNERS FINANCIAL SERVICES, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
PLANNERS FINANCIAL SERVICES, INC. manages $95 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, PLANNERS FINANCIAL SERVICES, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.38%
Average Client Assets: $1.1 million
Total Client Accounts: 466
Discretionary Accounts: 466
Regulatory Filings
CRD Number: 6751
Filing ID: 1177843
Last Filing Date: 2018-03-29 16:14:00