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Home > Retirement Planners > washington > mercer island > THE PLANNER'S EDGE LLC
THE PLANNER'S EDGE LLC
2737 78th Avenue Se
Suite 103
Mercer Island, Washington 98040
Tel: 206-232-4500
About THE PLANNER'S EDGE LLC
THE PLANNER'S EDGE LLC, formally registered with the SEC as THE PLANNER'S EDGE LLC. The firm was established in 04/23/2021. They have over 3 offices throughout the country.
THE PLANNER'S EDGE LLC is a Mercer Island, Washington based Financial Planning firm with nearly $142,331,820 assets under management, offering retirement planning & investment advisory services to 495 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 114616 |
| SEC# | 801-120913 |
| Assets Managed by Firm | $142,331,820 |
| No. of Clients | 495 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 495 | $142,331,820 |
| Individuals (other than high net worth individuals) | 131 | $40,894,449 |
| High net worth individuals | 35 | $101,436,371 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,000 |
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|---|---|---|---|
| $475,093,919,406 | 163121 | 877 | |
| $82,657,150,657 | 146 | 653 | |
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