PLAN INC
CRD #108588 SEC #801-56830 TOPEKA, KS 785-357-7777
SEC Registered
Total AUM
$25.4M
Discretionary
$15.7M
Employees
1
Clients
1
Accounts
157
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2012 | $25.4M | $15.7M | $9.7M | 1 | 200 |
| Jun 2012 | $25.4M | $15.7M | $9.7M | 1 | 200 |
| Jun 2012 | $25.4M | $15.7M | $9.7M | 1 | 200 |
| Apr 2012 | $25.6M | $25.6M | $0 | 1 | 200 |
| Apr 2011 | $27.3M | $12.9M | $14.3M | 5 | -- |
| Apr 2010 | $27.7M | $12.8M | $14.9M | 5 | -- |
| Apr 2009 | $26.7M | $12.9M | $13.8M | 5 | -- |
| Mar 2006 | $27.3M | $27.3M | $0 | 10 | -- |
| Dec 2005 | $31.2M | $31.2M | $0 | 10 | -- |
DateJul 2012
Total AUM$25.4M
Discretionary$15.7M
Non-Disc.$9.7M
Employees1
Clients200
DateJun 2012
Total AUM$25.4M
Discretionary$15.7M
Non-Disc.$9.7M
Employees1
Clients200
DateJun 2012
Total AUM$25.4M
Discretionary$15.7M
Non-Disc.$9.7M
Employees1
Clients200
DateApr 2012
Total AUM$25.6M
Discretionary$25.6M
Non-Disc.$0
Employees1
Clients200
DateApr 2011
Total AUM$27.3M
Discretionary$12.9M
Non-Disc.$14.3M
Employees5
Clients--
DateApr 2010
Total AUM$27.7M
Discretionary$12.8M
Non-Disc.$14.9M
Employees5
Clients--
DateApr 2009
Total AUM$26.7M
Discretionary$12.9M
Non-Disc.$13.8M
Employees5
Clients--
DateMar 2006
Total AUM$27.3M
Discretionary$27.3M
Non-Disc.$0
Employees10
Clients--
DateDec 2005
Total AUM$31.2M
Discretionary$31.2M
Non-Disc.$0
Employees10
Clients--