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PLANNED FINANCIAL GROWTH CO
239-472-2682
SEC #801-67363Total AUM
$42M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9A-5P
Monday - Friday
Monday - Friday
Phone
239-472-2682
Financials
Total AUM
$42M
Accounts
43Discretionary
$42M
Accounts
43Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLWI
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.