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PLANDYNAMIC, LLC
CRD 291154
945 CONCORD STREET, FRAMINGHAM, MA, 01701, United States
Phone
(508) 834-7733
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$28.9M
Discretionary AUM
$28.9M
Team
1 total employees; 1 advisory reps; 71 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $3.6M |
| High net worth individuals | 25 | $25.3M |
All web addresses on file
Official SEC filing: View on IAPD