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Planning Solutions International LLC

● SEC registered since 2021CRD 300043SEC# 801-120648Jacksonville, FL
Export (members)
Reg. AUM
$106M
Employees
2
Accounts
628
Location
Jacksonville, FL

Planning Solutions International LLC assets under management

Planning Solutions International LLC is a registered investment adviser overseen by the SEC based in Jacksonville, FL. The firm has been registered since 2021. It reports $106 million in regulatory assets under management and employs 2 people.
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Planning Solutions International LLC owners & executives

1 reported
NameTitleOwnershipSince
Mario Joseph Payne ControlOwner And Chief Compliance OfficerOver 75%2013

Frequently asked questions

How much does Planning Solutions International LLC manage?

Planning Solutions International LLC reports $106 million in regulatory assets under management on its Form ADV.

How many employees does Planning Solutions International LLC have?

Planning Solutions International LLC reports 2 employees.

Where is Planning Solutions International LLC located?

Planning Solutions International LLC is based in Jacksonville, FL and has been SEC-registered since 2021.

Does Planning Solutions International LLC disclose fund performance?

Planning Solutions International LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1901 University Blvd W, Jacksonville, FL 32217
Phone(904) 733-5321
Fax(904) 733-5322
Office hours9:00a.m. - 5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$106M
Non-discretionary$0
Total (RAUM)$106M