Investment adviser · CRD 108588

PLAN INC

Investment adviser filing (IA)

TOPEKA, KS, United States · Form ADV filed Jul 13, 2012

Regulatory AUM
$25.4M
Form ADV · Item 5.F
Client accounts
157
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: Jul 13, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

112 SW 6TH AVE., STE 400
TOPEKA, KS, 66603-3810, United States

CRD 108588

Filing source

Form ADV 659644 · Jul 13, 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.