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THE PLANNERS INC.
CRD 326556
1015 W HORSETOOTH RD, STE 205, FORT COLLINS, CO, 80526, United States
Phone
(970) 658-9863
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$34.4M
Discretionary AUM
$34.4M
Team
2 total employees; 2 advisory reps; 6 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 87 | $14.8M |
| High net worth individuals | 19 | $19.6M |
Official SEC filing: View on IAPD