P
CRD: 117264
Portfolio Management & Planning, Inc.
Arlington, VA
7032763350
$95.0M Total AUM
$90.9M Disc. AUM
-- 3Y CAGR
2 Employees
28 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-03-2000
- Office Locations
- 1
Office Locations
-- Arlington VA
About Portfolio Management & Planning, Inc.
Portfolio Management & Planning, Inc. is a Arlington-based RIA. The firm has been operating for 25 years. Managing $95.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
-- AVG AGE
$47.5M AVG AUM / ADVISOR
$3.4M AVG AUM / CLIENT
22.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Radial horizon
Investment Themes
Vital
Investment Vehicles
North atlas
Services
Signal Oak Quantum Matrix
Owner & Executives
M
MARC HOWARD SASSIN
President
- CRD
- #4473338
- Ownership
- 75% or more
(854) 823-9370
focus.radial@elementcapital.com
in linkedin.com/in/unison-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,901,572 | -- |
| Non-Discretionary | $4,130,188 | -- |
| Total | $95,031,760 | -- |
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Separately Managed Accounts
Total SMA Asset: $95,031,760
Equity - Exchange:
6.5% Public Funds:
24.3% Cash:
23.7% U.S. Government/Agency:
26.4% Corporate - Investment Grade:
19.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $365,877,667 | 6.5% |
| Public Funds | $1,367,819,584 | 24.3% |
| Cash | $1,334,046,261 | 23.7% |
| U.S. Government/Agency | $1,486,026,215 | 26.4% |
| Corporate - Investment Grade | $1,075,117,451 | 19.1% |
| Total | $5,628,887,178 | 100.0% |