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Home > Retirement Planners > illinois > moline > THE PLANNING CENTER, INC.
THE PLANNING CENTER, INC.
1615 5th Avenue
Moline, Illinois 61265
Tel: 309-797-4030
About THE PLANNING CENTER, INC.
THE PLANNING CENTER, INC, formally registered with the SEC as THE PLANNING CENTER, INC. The firm was established in 04/12/2002. They have over 7 offices throughout the country.
THE PLANNING CENTER, INC. is a Moline, Illinois based Financial Planning firm with nearly $1,087,920,044 assets under management, offering retirement planning & investment advisory services to 3303 clients. The firm is staffed with 27 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 118994 |
| SEC# | 801-61051 |
| Assets Managed by Firm | $1,087,920,044 |
| No. of Clients | 3303 |
| No. of Advisors | 27 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (PERCENTAGE OF NET WORTH AND INCOME)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Other (TAX PLANNING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3303 | $1,087,920,044 |
| Individuals (other than high net worth individuals) | 596 | $256,077,749 |
| High net worth individuals | 306 | $799,459,623 |
| Pension and profit sharing plans | 19 | $25,432,254 |
| Corporations or other businesses | 7 | $6,950,418 |
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|---|---|---|---|
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