T
CRD: 121808
THE Planning Associates, Inc.
$32.2M Total AUM
$32.2M Disc. AUM
-- 3Y CAGR
1 Employees
106 ADV. Clients
27 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-09-1998
- Office Locations
- 1
Office Locations
15215 S 48th St., Suite 130 Phoenix AZ
About THE Planning Associates, Inc.
The Planning Associates, Inc. is a Phoenix-based, fee-only financial planning and investment advisory firm serving retail clients since 1991. The practice focuses on goals-based planning (tax and estate planning, divorce and business succession) alongside asset-allocation and risk-management portfolios using mutual funds and ETFs, typically custodied at Schwab. Uses Morningstar research.
Team overview
-- AVG AGE
$32.2M AVG AUM / ADVISOR
$303.8K AVG AUM / CLIENT
21.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
MICHAEL CARL FUROIS
Associate, President
- CRD
- #2225743
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,199,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,199,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing