PLANFIRST INC
CRD #108941 SEC #801-55657 GREENVILLE, SC 864-233-7405
SEC Registered
Total AUM
$374.4M
Discretionary
$374.4M
Employees
10
Clients
251
Accounts
1,610
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2019 | $374.4M | $374.4M | $0 | 10 | 0 |
| Jun 2018 | $393.9M | $393.9M | $0 | 13 | 0 |
| Mar 2018 | $393.9M | $393.9M | $0 | 13 | 0 |
| Jan 2018 | $355.9M | $355.9M | $0 | 14 | 0 |
| Nov 2017 | $355.9M | $355.9M | $0 | 14 | 0 |
| Mar 2017 | $355.9M | $355.9M | $0 | 14 | 500 |
| Jan 2017 | $303.4M | $303.4M | $0 | 15 | 500 |
| Aug 2016 | $303.4M | $303.4M | $0 | 15 | 500 |
| May 2016 | $303.4M | $303.4M | $0 | 15 | 500 |
| Apr 2016 | $303.4M | $303.4M | $0 | 15 | 500 |
| Mar 2016 | $303.4M | $303.4M | $0 | 15 | 500 |
| Mar 2015 | $315.2M | $315.2M | $0 | 16 | 500 |
| Mar 2014 | $301.5M | $301.5M | $0 | 14 | 500 |
| Mar 2013 | $272.2M | $272.2M | $0 | 15 | 500 |
| Mar 2012 | $246.5M | $246.5M | $0 | 11 | 500 |
| Apr 2011 | $240.4M | $240.4M | $0 | -- | -- |
| Aug 2010 | $190.3M | $190.3M | $0 | 10 | -- |
| Mar 2009 | $142.7M | $142.7M | $0 | 10 | -- |
| Mar 2008 | $186.7M | $186.7M | $0 | 10 | -- |
| Mar 2007 | $155.2M | $155.2M | $0 | 10 | -- |
| Feb 2006 | $127.3M | $127.3M | $0 | 10 | -- |
| Jun 2004 | $80.6M | $80.6M | $0 | 5 | -- |
| May 2004 | $80.6M | $80.6M | $0 | 5 | -- |
DateFeb 2019
Total AUM$374.4M
Discretionary$374.4M
Non-Disc.$0
Employees10
Clients0
DateJun 2018
Total AUM$393.9M
Discretionary$393.9M
Non-Disc.$0
Employees13
Clients0
DateMar 2018
Total AUM$393.9M
Discretionary$393.9M
Non-Disc.$0
Employees13
Clients0
DateJan 2018
Total AUM$355.9M
Discretionary$355.9M
Non-Disc.$0
Employees14
Clients0
DateNov 2017
Total AUM$355.9M
Discretionary$355.9M
Non-Disc.$0
Employees14
Clients0
DateMar 2017
Total AUM$355.9M
Discretionary$355.9M
Non-Disc.$0
Employees14
Clients500
DateJan 2017
Total AUM$303.4M
Discretionary$303.4M
Non-Disc.$0
Employees15
Clients500
DateAug 2016
Total AUM$303.4M
Discretionary$303.4M
Non-Disc.$0
Employees15
Clients500
DateMay 2016
Total AUM$303.4M
Discretionary$303.4M
Non-Disc.$0
Employees15
Clients500
DateApr 2016
Total AUM$303.4M
Discretionary$303.4M
Non-Disc.$0
Employees15
Clients500
DateMar 2016
Total AUM$303.4M
Discretionary$303.4M
Non-Disc.$0
Employees15
Clients500
DateMar 2015
Total AUM$315.2M
Discretionary$315.2M
Non-Disc.$0
Employees16
Clients500
DateMar 2014
Total AUM$301.5M
Discretionary$301.5M
Non-Disc.$0
Employees14
Clients500
DateMar 2013
Total AUM$272.2M
Discretionary$272.2M
Non-Disc.$0
Employees15
Clients500
DateMar 2012
Total AUM$246.5M
Discretionary$246.5M
Non-Disc.$0
Employees11
Clients500
DateApr 2011
Total AUM$240.4M
Discretionary$240.4M
Non-Disc.$0
Employees--
Clients--
DateAug 2010
Total AUM$190.3M
Discretionary$190.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$142.7M
Discretionary$142.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$186.7M
Discretionary$186.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$155.2M
Discretionary$155.2M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$127.3M
Discretionary$127.3M
Non-Disc.$0
Employees10
Clients--
DateJun 2004
Total AUM$80.6M
Discretionary$80.6M
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$80.6M
Discretionary$80.6M
Non-Disc.$0
Employees5
Clients--