Planned Solutions is an investment advisor in Folsom with $423.03 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
942853540
SEC advisor number
801-33162
FINRA CRD number
105052
AUM ?
$468.24 mm
(as of 26 Mar 24)
Accounts
2,021
(as of 26 Mar 24)
Employees
10
(7 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Apr 24
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
17 Jan 24
13F-HR
Quarterly holdings report by institutional manager
11 Jul 23
13F-HR
Quarterly holdings report by institutional manager
12 Apr 23
13F-HR
Quarterly holdings report by institutional manager
25 Jan 23
13F-HR
Quarterly holdings report by institutional manager
19 Oct 22
13F-HR
Quarterly holdings report by institutional manager
14 Jul 22
13F-HR
Quarterly holdings report by institutional manager
8 Apr 22
13F-HR
Quarterly holdings report by institutional manager
3 Feb 22