PLAN INC
Total AUM
$25.4M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
112 SW 6TH AVE., STE 400
TOPEKA
KS 66603-3810
United States
TOPEKA
KS 66603-3810
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Monday - Friday
Phone
785-357-7777
Financials
Total AUM
$25.4M
Accounts
157Discretionary
$15.7M
Accounts
96Non-Discretionary
$9.7M
Accounts
61
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX RETURN PREPARATION, ACCOUNTING WRITE-UP, BILL PAYING AND ANALYSIS, PAYROLL AND TAX PLANNING.
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Pending Regulatory Proceeding
State Registrations
KS
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.