Planning Directions is an investment advisor in Glen Mills with $371.25 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
232474859
SEC advisor number
801-62686
FINRA CRD number
120131
AUM ?
$422.81 mm
(as of 28 Mar 24)
Accounts
1,258
(as of 28 Mar 24)
Employees
7
(4 investment advisory or research)
Address
Planning Directions
239 BALTIMORE PIKE
GLEN MILLS
PA 19342
239 BALTIMORE PIKE
GLEN MILLS
PA 19342
Phone
610-361-0865
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
27 Oct 23
13F-HR
Quarterly holdings report by institutional manager
19 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
3 Aug 22
13F-HR
Quarterly holdings report by institutional manager
19 May 22
13F-HR
Quarterly holdings report by institutional manager
27 Jan 22
13F-HR
Quarterly holdings report by institutional manager
9 Nov 21