This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- North radial
- Established Date
- 01-06-2014
- Office Locations
- 1
Office Locations
About Plan Ahead Advisors
Hough, Gelfand and Associates is a full-service accounting firm focused on year-round federal and state tax compliance and planning for individuals and small businesses, including corporations, partnerships, estates, and trusts. Services include personal and business returns, payroll and year-end forms, bookkeeping, tangible tax filings, and help responding to IRS notices. Serving clients for 30+ years and accepting electronic payments.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DENNIS SCOTT GELFAND
Chief Compliance Officer, Owner, President
- CRD
- #6239800
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,072,791 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,072,791 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $7,072,791
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,886,294,028 | 31.8% |
| Cash | $2,022,724,099 | 34.1% |
| Equity - Exchange | $2,022,724,098 | 34.1% |
| Total | $5,931,742,225 | 100.0% |