Investment adviser · CRD 290575
PLANNERS ALLIANCE
Investment adviser filing (IA)
PLANNERS ALLIANCE, LLC
HOLLAND, MI, United States · Form ADV filed Jul 10, 2020
- Regulatory AUM
- $287M Form ADV · Item 5.F
- Client accounts
- 3,398 Accounts, not individual clients
- Employees
- 20 Reported in this filing
- Advisory professionals
- 20 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 |
|---|---|---|---|
| Individuals | 1,713 | $286,613,791 | 100.0% |
Filing source
Form ADV 1444418 · Jul 10, 2020 · 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: Jul 10, 2020. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
148 S. RIVER AVE., STE. 301HOLLAND, MI, 49423, United States
CRD 290575
Filing source
Form ADV 1444418 · Jul 10, 2020 · 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.