Planned Investment Company, Inc.
Planned Investment Company, Inc. (CRD# 3050) is a financial advisory firm headquartered in Indianapolis, IN. They manage $59,524,619 in 147 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Planned Investment Company, Inc.
By the Numbers
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Total Assets Under Management60MILLION
-
Total Number of Accounts147ACCOUNTS
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Average Account Value$404,929
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IN
Financial Advisors at Planned Investment Company, Inc.
No Advisor Found.
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