Investment adviser · CRD 108941
PLANFIRST INC
Investment adviser filing (IA)
GREENVILLE, SC, United States · Form ADV filed Feb 20, 2019
- Regulatory AUM
- $374M Form ADV · Item 5.F
- Client accounts
- 1,610 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 111 | $187,257,337 | 50.0% |
| Individuals | 407 | $174,043,219 | 46.5% |
| Charities | 16 | $12,535,906 | 3.3% |
| Retirement plans | Fewer than 5 | $526,737 | 0.1% |
Filing source
Form ADV 1270384 · Feb 20, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Feb 20, 2019. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
9 HALTON GREEN WAYGREENVILLE, SC, 29607, United States
CRD 108941
Filing source
Form ADV 1270384 · Feb 20, 2019 · 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.