PLAN CONFIDENCE CORPORATION

CRD 283781 · SEC 801-107791

1900 MAIN STREET, SUITE 308, SARASOTA, FL, 34236, United States

Phone

312-373-0772

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

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Discretionary AUM

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Team

3 total employees; 1 advisory reps; 859 broker-dealer reps

Clients

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-05

Disciplinary history

Services

Portfolio management (individuals)NON DISCRETIONARY ADVICE FOR "HELD-AWAY" ASSETS

AL, AZ, AR, CA, CO, GA, IL, IN, IA, MA, MI, MN, NJ, NY, NC, OH, OK, PA, TN, VA, WI, MO, WA, TX, HI, FL

Official SEC filing: View on IAPD