$64.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
4 Employees
82 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Empower · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-06-2009
- Office Locations
- 2
Office Locations
1500 N ST Mary's Street SAN Antonio TX
-- Buena Vista CO
About Plan & ACT
Plan & ACT is a Buena Vista-based RIA with 2 offices. The firm has been operating for 17 years. Managing $64.0M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Empower.
Team overview
47 AVG AGE
$21.3M AVG AUM / ADVISOR
$780.5K AVG AUM / CLIENT
8.5 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
17yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
ROBERT JAMES SCHUMANN
Chief Compliance Officer, FOUNDER, Investment Advisor, Managing Member
- CRD
- #2518448
- Ownership
- 50% but less than 75%
Available
Available
Available
C
Christopher Luke Szymczak Tanner
Director, PARTNER
- CRD
- #6800859
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 2 owners & executives
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C
Cameron Brig Moore
--
- CRD
- #8041203
Available
Available
Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $64,000,000 | -- |
| Total | $64,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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