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PLANNED SECURITY ADVISORS LLC
CRD 330345
2825 COTTONWOOD PARKWAY, #517, COTTONWOOD HEIGHTS, UT, 84121, United States
Phone
801-783-1900
Fax
801-657-5174
Registration
— (—)
Source
State registered
Total AUM
$3.2M
Discretionary AUM
$3.2M
Team
1 total employees; 1 advisory reps; 22 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $1.9M |
| High net worth individuals | 1 | $1.3M |
All web addresses on file
Official SEC filing: View on IAPD