PPrivate Fund Data Log in Join · $37/mo

Planvest Financial, Inc.

● SEC registered since 2024CRD 290306SEC# 801-131058Gaithersburg, MD
Export (members)
Reg. AUM
$126M
Employees
8
Accounts
538
Location
Gaithersburg, MD

Planvest Financial, Inc. assets under management

Planvest Financial, Inc. operates as an SEC-registered investment adviser based in Gaithersburg, MD. The firm has been registered since 2024. It reports $126 million in regulatory assets under management and employs 8 people.
www.linkedin.com/in/zach-payne-35a383143View on SEC.gov ↗

Planvest Financial, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Richard Clonch ControlCeo / CcoOver 75%2017

Frequently asked questions

How much does Planvest Financial, Inc. manage?

Planvest Financial, Inc. reports $126 million in regulatory assets under management on its Form ADV.

How many employees does Planvest Financial, Inc. have?

Planvest Financial, Inc. reports 8 employees.

Where is Planvest Financial, Inc. located?

Planvest Financial, Inc. is based in Gaithersburg, MD and has been SEC-registered since 2024.

Does Planvest Financial, Inc. disclose fund performance?

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

Contact & registration

Address555 Quince Orchard Road, Suite 280, Gaithersburg, MD 20878
Phone(301) 977-7123
Fax(301) 977-7124
Office hours5-Sep
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$126M
Non-discretionary$0
Total (RAUM)$126M