RIA Intel›Advisers›Florida›PRIVILEGED PLANNING INC.

PRIVILEGED PLANNING INC.

Advisory

GREEN COVE SPRINGS, FL

Data as of Jun 5, 2026 · Source: SEC Form ADV

Rank in FL

#1,725

of 2,610 advisers by AUM

Average account

$111K

across 358 accounts

AUM per adviser

$40M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 5, 2026.

Total AUM

$40M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$40M

Discretionary AUM$38M

Non-Discretionary AUM$2M

Discretionary %95%

Total Clients184

Team

Total Employees5

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

184 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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