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PORTFOLIO MANAGEMENT & PLANNING, INC.

Advisory

DE

Data as of Mar 3, 2026 · Source: SEC Form ADV

Rank in DE
#74
of 79 advisers by AUM
Average account
$880K
across 108 accounts
AUM per adviser
$48M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 3, 2026.

Total AUM
$95M
Discretionary %
95.7%
Clients
28
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$95M
Discretionary AUM$91M
Non-Discretionary AUM$4M
Discretionary %95.7%
Total Clients28
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InMD, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

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RUNNYMEDE CAPITAL MANAGEMENT INC
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DELMARVA LIMITED FINANCIAL CONSULTANTS
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$93M
+5.0% 1Y
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$97M

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