PLANNING CAPITAL MANAGEMENT CORP.
CRD #112994 SEC #801-117036 PAOLI, PA 215-709-5100
SEC Registered
Total AUM
$313.3M
Discretionary
$313.3M
Employees
6
Clients
101
Accounts
868
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2024 | $313.3M | $313.3M | $0 | 6 | 10 |
| Aug 2023 | $273.3M | $273.3M | $0 | 6 | 15 |
| Aug 2023 | $273.3M | $273.3M | $0 | 6 | 15 |
| Mar 2023 | $273.3M | $273.3M | $0 | 6 | 15 |
| Aug 2022 | $269.4M | $269.4M | $0 | 6 | 10 |
| Apr 2022 | $269.4M | $269.4M | $0 | 6 | 10 |
| Mar 2022 | $269.4M | $269.4M | $0 | 6 | 10 |
| Oct 2021 | $189.5M | $189.5M | $0 | 5 | 0 |
| Apr 2021 | $189.5M | $189.5M | $0 | 5 | 0 |
| Mar 2021 | $189.5M | $189.5M | $0 | 5 | 0 |
| Jun 2020 | $132.7M | $132.7M | $0 | 4 | 0 |
| May 2020 | $132.7M | $132.7M | $0 | 4 | 0 |
| Sep 2019 | $115.3M | $115.3M | $0 | 4 | 0 |
| Jun 2019 | $115.3M | $115.3M | $0 | 4 | 0 |
| Aug 2012 | $54.2M | $34.2M | $20M | 1 | 239 |
| Jul 2012 | $54.2M | $34.2M | $20M | 1 | 239 |
| Jun 2012 | $54.2M | $34.2M | $20M | 1 | 239 |
| Jun 2012 | $54.2M | $34.2M | $20M | 1 | 239 |
| Mar 2012 | $54.2M | $34.2M | $20M | 1 | 239 |
| Nov 2011 | $51.8M | $34.3M | $17.5M | 1 | 236 |
| May 2011 | $51.8M | $34.3M | $17.5M | 5 | -- |
| Mar 2010 | $62.6M | $33.1M | $29.5M | 5 | -- |
| Feb 2009 | $55.4M | $32.5M | $22.9M | 5 | -- |
| Feb 2007 | $44.6M | $26.5M | $18.1M | 5 | -- |
| Dec 2006 | $44.6M | $26.5M | $18.1M | 5 | -- |
| Mar 2006 | $36.9M | $16.1M | $20.8M | 5 | -- |
| Jan 2006 | $32.5M | $20.5M | $12M | 5 | -- |
| Jun 2005 | $32.5M | $20.5M | $12M | 5 | -- |
| Dec 2004 | $32.5M | $20.5M | $12M | 5 | -- |
DateFeb 2024
Total AUM$313.3M
Discretionary$313.3M
Non-Disc.$0
Employees6
Clients10
DateAug 2023
Total AUM$273.3M
Discretionary$273.3M
Non-Disc.$0
Employees6
Clients15
DateAug 2023
Total AUM$273.3M
Discretionary$273.3M
Non-Disc.$0
Employees6
Clients15
DateMar 2023
Total AUM$273.3M
Discretionary$273.3M
Non-Disc.$0
Employees6
Clients15
DateAug 2022
Total AUM$269.4M
Discretionary$269.4M
Non-Disc.$0
Employees6
Clients10
DateApr 2022
Total AUM$269.4M
Discretionary$269.4M
Non-Disc.$0
Employees6
Clients10
DateMar 2022
Total AUM$269.4M
Discretionary$269.4M
Non-Disc.$0
Employees6
Clients10
DateOct 2021
Total AUM$189.5M
Discretionary$189.5M
Non-Disc.$0
Employees5
Clients0
DateApr 2021
Total AUM$189.5M
Discretionary$189.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$189.5M
Discretionary$189.5M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$132.7M
Discretionary$132.7M
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$132.7M
Discretionary$132.7M
Non-Disc.$0
Employees4
Clients0
DateSep 2019
Total AUM$115.3M
Discretionary$115.3M
Non-Disc.$0
Employees4
Clients0
DateJun 2019
Total AUM$115.3M
Discretionary$115.3M
Non-Disc.$0
Employees4
Clients0
DateAug 2012
Total AUM$54.2M
Discretionary$34.2M
Non-Disc.$20M
Employees1
Clients239
DateJul 2012
Total AUM$54.2M
Discretionary$34.2M
Non-Disc.$20M
Employees1
Clients239
DateJun 2012
Total AUM$54.2M
Discretionary$34.2M
Non-Disc.$20M
Employees1
Clients239
DateJun 2012
Total AUM$54.2M
Discretionary$34.2M
Non-Disc.$20M
Employees1
Clients239
DateMar 2012
Total AUM$54.2M
Discretionary$34.2M
Non-Disc.$20M
Employees1
Clients239
DateNov 2011
Total AUM$51.8M
Discretionary$34.3M
Non-Disc.$17.5M
Employees1
Clients236
DateMay 2011
Total AUM$51.8M
Discretionary$34.3M
Non-Disc.$17.5M
Employees5
Clients--
DateMar 2010
Total AUM$62.6M
Discretionary$33.1M
Non-Disc.$29.5M
Employees5
Clients--
DateFeb 2009
Total AUM$55.4M
Discretionary$32.5M
Non-Disc.$22.9M
Employees5
Clients--
DateFeb 2007
Total AUM$44.6M
Discretionary$26.5M
Non-Disc.$18.1M
Employees5
Clients--
DateDec 2006
Total AUM$44.6M
Discretionary$26.5M
Non-Disc.$18.1M
Employees5
Clients--
DateMar 2006
Total AUM$36.9M
Discretionary$16.1M
Non-Disc.$20.8M
Employees5
Clients--
DateJan 2006
Total AUM$32.5M
Discretionary$20.5M
Non-Disc.$12M
Employees5
Clients--
DateJun 2005
Total AUM$32.5M
Discretionary$20.5M
Non-Disc.$12M
Employees5
Clients--
DateDec 2004
Total AUM$32.5M
Discretionary$20.5M
Non-Disc.$12M
Employees5
Clients--