| Name | Title | Ownership | Since |
|---|---|---|---|
| Guy Michael Penn Control | Cco | Over 75% | 2010 |
Core Planning, LLC reports $121.5 million in regulatory assets under management on its Form ADV.
Core Planning, LLC reports 32 employees.
Core Planning, LLC is based in Ofallon, MO and has been SEC-registered since 2025.
Core Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 706 N Main St, Ofallon, MO 63366 |
| Phone | 636-734-7507 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $98.2M |
| Non-discretionary | $23.3M |
| Total (RAUM) | $121.5M |