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UNDER PAR PLANNING LLC

Advisory

NY

Data as of Apr 28, 2026 · Source: SEC Form ADV

Rank in NY
#4,715
of 5,722 advisers by AUM
Average account
$171K
across 193 accounts
AUM per adviser
$16M
2 advisers

Source: SEC Form ADV. Figures as filed Apr 28, 2026.

Total AUM
$33M
Discretionary %
100%
Clients
75
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$33M
Discretionary AUM$33M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients75
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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