Investment adviser · CRD 109710

PLANNED FINANCIAL GROWTH CO

Investment adviser filing (IA)

CARL DAVID REINHOLD

· Form ADV filed Aug 17, 2012

Regulatory AUM
$42M
Form ADV · Item 5.F
Client accounts
43
Accounts, not individual clients
Advisory professionals
0
Investment advisory functions

Not available in this filing: Employees.

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: Aug 17, 2012. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

CRD 109710

Filing source

Form ADV 652973 · Aug 17, 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.