Investment adviser · CRD 19836

INVESTMENTS BY PLANNERS, INC.

Investment adviser filing (IA)

BOCA RATON, FL, United States · Form ADV filed Jun 15, 2012

Regulatory AUM
$58.4M
Form ADV · Item 5.F
Client accounts
403
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 15, 2012. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

2500 N. MILITARY TRAIL, SUITE 285
BOCA RATON, FL, 33431, United States

CRD 19836

Filing source

Form ADV 653362 · Jun 15, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.