Investment adviser · CRD 166638
THE PLANNED APPROACH
Investment adviser filing (IA)
THE PLANNED APPROACH, INC.
KANSAS CITY, MO, United States · Form ADV filed Mar 17, 2020
- Regulatory AUM
- $226M Form ADV · Item 5.F
- Client accounts
- 477 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 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 | 89 | $211,776,440 | 93.5% |
| Individuals | 33 | $14,676,386 | 6.5% |
Filing source
Form ADV 1391964 · Mar 17, 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: Mar 17, 2020. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
420 W 98TH STREET, SUITE 1KANSAS CITY, MO, 64114, United States
CRD 166638
Filing source
Form ADV 1391964 · Mar 17, 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.