PLAN AHEAD, INC.
CRD #113492 SEC #801-58254 ABILENE, TX 325-672-7212
SEC Registered
Total AUM
$50.4M
Discretionary
$50.4M
Employees
5
Clients
10
Accounts
80
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2011 | $51.4M | $51.4M | $0 | 5 | -- |
| Mar 2011 | $51.4M | $51.4M | $0 | 5 | -- |
| Feb 2011 | $51.4M | $51.4M | $0 | 5 | -- |
| Feb 2011 | $51.4M | $51.4M | $0 | 5 | -- |
| Jan 2008 | $58.7M | $58.7M | $0 | 5 | -- |
| Nov 2007 | $50.4M | $50.4M | $0 | 5 | -- |
| Feb 2007 | $50.4M | $50.4M | $0 | 5 | -- |
| Mar 2006 | $47.2M | $47.2M | $0 | 5 | -- |
| Jan 2005 | $39.9M | $39.9M | $0 | 5 | -- |
| Mar 2002 | $27.7M | $27.7M | $0 | 5 | -- |
| Jul 2001 | $28.8M | $28.8M | $0 | 5 | -- |
DateApr 2011
Total AUM$51.4M
Discretionary$51.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$51.4M
Discretionary$51.4M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$51.4M
Discretionary$51.4M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$51.4M
Discretionary$51.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$58.7M
Discretionary$58.7M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$50.4M
Discretionary$50.4M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$50.4M
Discretionary$50.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$47.2M
Discretionary$47.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$39.9M
Discretionary$39.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$27.7M
Discretionary$27.7M
Non-Disc.$0
Employees5
Clients--
DateJul 2001
Total AUM$28.8M
Discretionary$28.8M
Non-Disc.$0
Employees5
Clients--