Overview
Assets Under Management: $1.2 billion
Headquarters: MOLINE, IL
High-Net-Worth Clients: 314
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 314
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.19
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 3,335
Discretionary Accounts: 3,210
Non-Discretionary Accounts: 125
Regulatory Filings
CRD Number: 118994
Filing ID: 1962787
Last Filing Date: 2025-03-19 18:51:00
Website: https://theplanningcenter.com