Plandynamic, LLC
Plandynamic, LLC (CRD# 291154) is a financial advisory firm headquartered in Framingham, MA. They manage $17,619,449 in 66 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management18MILLION
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Total Number of Accounts66ACCOUNTS
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Average Account Value$266,961
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Plandynamic, LLC
1
Glenn Brown (CRD# 2488667) is an Investment Advisor Representative working at Plandynamic, LLC in Framingham, MA and has over 29 years of experience in the finance industry.
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