P
$500 Total AUM
$500 Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
6 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-02-2019
- Office Locations
- 1
Office Locations
-- Richardson TX
About Planb TAX & Wealth Advisors LLC
Planb TAX & Wealth Advisors LLC is a Richardson-based RIA. The firm has been operating for 6 years. Managing $500 in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$500 AVG AUM / ADVISOR
$250 AVG AUM / CLIENT
7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Investment Themes
Available
Services
Available
Owner & Executives
RONALD EUGENE HARRISON
Executive Vice President, President
- CRD
- #2333752
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $500 | -- |
| Non-Discretionary | $0 | -- |
| Total | $500 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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