PLAN STRATEGIES INC
CRD #110048 SEC #801-111942 CENTENNIAL, CO 303-658-3500
SEC Registered
Total AUM
$292.3M
Discretionary
$188.3M
Employees
3
Clients
--
Accounts
189
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2021 | $292.3M | $188.3M | $104.1M | 3 | 0 |
| Mar 2021 | $292.3M | $188.3M | $104.1M | 3 | 0 |
| Feb 2020 | $212.2M | $124.2M | $88M | 3 | 0 |
| Mar 2019 | $205.9M | $123M | $82.9M | 3 | 0 |
| Nov 2018 | $202M | $118.1M | $83.8M | 3 | 0 |
| Apr 2018 | $202M | $118.1M | $83.8M | 3 | 0 |
| Mar 2018 | $202M | $118.1M | $83.8M | 3 | 0 |
| Feb 2018 | $202M | $118.1M | $83.8M | 3 | 0 |
| Feb 2018 | $202M | $118.1M | $83.8M | 3 | 0 |
| Mar 2009 | $107.8M | $0 | $107.8M | 5 | -- |
| Feb 2007 | $141.9M | $0 | $141.9M | 5 | -- |
| Feb 2007 | $141.9M | $0 | $141.9M | 5 | -- |
| Mar 2006 | $125M | $0 | $125M | 5 | -- |
| Feb 2006 | $122.4M | $0 | $122.4M | 5 | -- |
DateJun 2021
Total AUM$292.3M
Discretionary$188.3M
Non-Disc.$104.1M
Employees3
Clients0
DateMar 2021
Total AUM$292.3M
Discretionary$188.3M
Non-Disc.$104.1M
Employees3
Clients0
DateFeb 2020
Total AUM$212.2M
Discretionary$124.2M
Non-Disc.$88M
Employees3
Clients0
DateMar 2019
Total AUM$205.9M
Discretionary$123M
Non-Disc.$82.9M
Employees3
Clients0
DateNov 2018
Total AUM$202M
Discretionary$118.1M
Non-Disc.$83.8M
Employees3
Clients0
DateApr 2018
Total AUM$202M
Discretionary$118.1M
Non-Disc.$83.8M
Employees3
Clients0
DateMar 2018
Total AUM$202M
Discretionary$118.1M
Non-Disc.$83.8M
Employees3
Clients0
DateFeb 2018
Total AUM$202M
Discretionary$118.1M
Non-Disc.$83.8M
Employees3
Clients0
DateFeb 2018
Total AUM$202M
Discretionary$118.1M
Non-Disc.$83.8M
Employees3
Clients0
DateMar 2009
Total AUM$107.8M
Discretionary$0
Non-Disc.$107.8M
Employees5
Clients--
DateFeb 2007
Total AUM$141.9M
Discretionary$0
Non-Disc.$141.9M
Employees5
Clients--
DateFeb 2007
Total AUM$141.9M
Discretionary$0
Non-Disc.$141.9M
Employees5
Clients--
DateMar 2006
Total AUM$125M
Discretionary$0
Non-Disc.$125M
Employees5
Clients--
DateFeb 2006
Total AUM$122.4M
Discretionary$0
Non-Disc.$122.4M
Employees5
Clients--