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).
Current Firm Details
Pln & Associates, Inc.
By the Numbers
-
Total Assets Under Management2MILLION
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Total Number of Accounts45ACCOUNTS
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Average Account Value$48,889
Compensation Options
- Hourly charges
- Commissions
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.
MD
Financial Advisors at Pln & Associates, Inc.
No Advisor Found.
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