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PSI CAPITAL MANAGEMENT
PLANNING STRATEGIES, INC.
CRD 117105 · SEC 801-112684
147 NORTH SHIPPEN STREET, LANCASTER, PA, 17602, United States
Phone
717-207-7123
Fax
717-291-1529
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$384.8M
Discretionary AUM
$382.7M
Team
11 total employees; 7 advisory reps; 2 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 409 | $146.4M |
| High net worth individuals | 94 | $229.7M |
| Charitable organizations | 4 | $2.5M |
| Corporations/business entities | 7 | $6.2M |
States served
MD, NC, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD