P
$2.0M Total AUM
$2.0M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch · Pershing · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-28-2013
- Office Locations
- 1
Office Locations
-- Newbury OH
About Plan Partners LLC
Plan Partners LLC is a Newbury-based RIA. The firm has been operating for 12 years. Managing $2.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch.
Team overview
-- AVG AGE
$2.0M AVG AUM / ADVISOR
$58.8K AVG AUM / CLIENT
0.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
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CRM
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Owner & Executives
J
JONATHAN ROBERT BROADBENT
FOUNDING PARTNER
- CRD
- #4649531
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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