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Planning Strategies, Inc.

● SEC registered since 2018CRD 117105SEC# 801-112684Lancaster, PA
Export (members)
Reg. AUM
$348.1M
Employees
8
Accounts
1,344
Location
Lancaster, PA

Planning Strategies, Inc. assets under management

Planning Strategies, Inc. is an investment advisory firm registered with the SEC based in Lancaster, PA. The firm has been registered since 2018. It reports $348.1 million in regulatory assets under management and employs 8 people.
www.facebook.com/psicapitalmanagementView on SEC.gov ↗

Planning Strategies, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Gregory Cyril Staub ControlCio25-50%2018
Matthew Cyril Staub ControlCoo10-25%2019
Scott Glenn Smith ControlCco25-50%2001
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Frequently asked questions

How much does Planning Strategies, Inc. manage?

Planning Strategies, Inc. reports $348.1 million in regulatory assets under management on its Form ADV.

How many employees does Planning Strategies, Inc. have?

Planning Strategies, Inc. reports 8 employees.

Where is Planning Strategies, Inc. located?

Planning Strategies, Inc. is based in Lancaster, PA and has been SEC-registered since 2018.

Does Planning Strategies, Inc. disclose fund performance?

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

Contact & registration

Address147 North Shippen Street, Lancaster, PA 17602
Phone717-207-7123
Fax717-291-1529
Office hours9a.m. To 4p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$346.1M
Non-discretionary$2M
Total (RAUM)$348.1M