Pln & Associates, Inc.
Pln & Associates, Inc. (CRD# 121871) is a financial advisory firm headquartered in , . They manage $2,200,000 in 45 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts45ACCOUNTS
Average Account Value$48,889
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses