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THE PLANNING ASSOCIATES, INC.
CRD 121808
15215 S. 48TH ST., SUITE 130, PHOENIX, AZ, 85044, United States
Phone
480.993.3757
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$32.2M
Discretionary AUM
$32.2M
Team
1 total employees; 1 advisory reps; 53 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 45 | $18.1M |
| High net worth individuals | 8 | $14.1M |
All web addresses on file
Official SEC filing: View on IAPD