RIA Intel›Advisers›Iowa›THE PLANNERS PROFESSIONAL SERVICES, INC.

THE PLANNERS PROFESSIONAL SERVICES, INC.

Advisory

WEST DES MOINES, IA

Data as of Mar 28, 2024 · Source: SEC Form ADV

Filing history

1

filings since 2001

Source: SEC Form ADV. Figures as filed Mar 28, 2024.

Total AUM

—

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM—

Discretionary AUM—

Non-Discretionary AUM—

Discretionary %0%

Total Clients37

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIA, TX

Succession Risk

Elevated risk

Composite band across five pillars

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

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Peer Benchmarking

0th percentile

Composite rank among IA advisers

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

37 clients

13 high-net-worth

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

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