RIA Intel›Advisers›Pennsylvania›PLANNING DIRECTIONS, INC.

PLANNING DIRECTIONS, INC.

Advisory

N·GLEN MILLS, PA

Data as of Feb 12, 2026 · Source: SEC Form ADV

Total AUM

$542M

1-Year AUM Growth

0.0%

3-Year CAGR

+11.0%

Employees

4

Assets Under Management

Total AUM$542M

Discretionary AUM$500M

Non-Discretionary AUM$43M

Discretionary %92.1%

Total Clients436

Team

Total Employees4

Investment Advisers8

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record42

First FilingJan 7, 2004

Latest FilingFeb 12, 2026

🔒 Full AUM trend chart and 42 historical filings spanning 22+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PLANNING DIRECTIONS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.