CRD: 330345
Planned Security Advisors LLC
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- Focus prime
- Established Date
- 05-14-2024
- Office Locations
- 1
Office Locations
About Planned Security Advisors LLC
Planned Security Advisors LLC is a Cottonwood Heights, UT RIA providing holistic financial planning, investment management, retirement planning and tax strategies (including Roth conversions), plus estate and insurance coordination. The firm emphasizes a partner-driven model, working with CPAs and estate attorneys, and custodies client assets at Charles Schwab. Led by Ron Mills, the practice has been featured in a Forbes profile.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Ronald Charles Mills
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #2447614
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,160,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,160,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,160,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,012,530,185 | 29.2% |
| Public Funds | $374,497,466 | 10.8% |
| U.S. Government/Agency | $762,865,208 | 22.0% |
| Cash | $242,729,839 | 7.0% |
| Corporate - Investment Grade | $1,074,946,427 | 31.0% |
| Total | $3,467,569,125 | 100.0% |