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Home > Retirement Planners > pennsylvania > glen mills > PLANNING DIRECTIONS, INC.
PLANNING DIRECTIONS, INC.
239 Baltimore Pike
Glen Mills, Pennsylvania 19342-1127
Tel: 610-361-0865
About PLANNING DIRECTIONS, INC.
PLANNING DIRECTIONS, INC, formally registered with the SEC as PLANNING DIRECTIONS, INC. The firm was established in 01/14/2004. They have over 2 offices throughout the country.
PLANNING DIRECTIONS, INC. is a Glen Mills, Pennsylvania based Financial Planning firm with nearly $422,810,723 assets under management, offering retirement planning & investment advisory services to 1258 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 120131 |
| SEC# | 801-62686 |
| Assets Managed by Firm | $422,810,723 |
| No. of Clients | 1258 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1258 | $422,810,723 |
| Individuals (other than high net worth individuals) | 293 | $124,536,118 |
| High net worth individuals | 108 | $258,145,168 |
| Pension and profit sharing plans | Fewer than 5 clients | $2,104,483 |
| Charitable organizations | Fewer than 5 clients | $34,969 |
| Corporations or other businesses | Fewer than 5 clients | $1,191,071 |
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|---|---|---|---|
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| $194,796,322,013 | 93301 | 411 |
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