T
$34.4M Total AUM
$34.4M Disc. AUM
-- 3Y CAGR
2 Employees
112 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist ยท SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-23-2023
- Office Locations
- 1
Office Locations
1015 W Horsetooth RD STE 205 Fort Collins CO
About THE Planners Inc.
THE Planners Inc. is a Fort Collins-based RIA. The firm has been operating for 3 years. Managing $34.4M in total assets under management, with 2 advisory representatives. They custody assets with Altruist and SEI.
Team overview
39 AVG AGE
$17.2M AVG AUM / ADVISOR
$307.3K AVG AUM / CLIENT
3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
E
ERIK MARCUS SARTIN
Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- #6089362
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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M
Maria Beth Shanley
Client Relationship Manager
- CRD
- #4738818
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,422,296 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,422,296 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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