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PLANBOUND, LLC
CRD 327593
157 EAST 86TH STREET, 5TH FLOOR, MB #518, NEW YORK, NY, 10028, United States
Phone
415-368-1430
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$0
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 10 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
All web addresses on file
Official SEC filing: View on IAPD