| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin Thomas Clark Control | President And Chief Compliance Officer | 50-75% | 2016 |
| Mark Reddick Control | Chief Technology Officer | 10-25% | 2018 |
Plan Confidence Corporation reports 3 employees.
Plan Confidence Corporation is based in Sarasota, FL and has been SEC-registered since 2016.
Plan Confidence Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1900 Main Street, Suite 308, Sarasota, FL 34236 |
| Phone | 312-373-0772 |
| Office hours | 9 a.m. - 4 p.m. Est |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |