RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 3, 2007
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
SCHNITMAN, PAUL, ROBERTIPRESIDENTE Control
SCHNITMAN, PAUL, ROBERTICHIEF COMPLIANCE OFFICERE Control
SCHNITMAN, PAUL, ROBERTIPRESIDENTE Control
SCHNITMAN, PAUL, ROBERTICHIEF COMPLIANCE OFFICERE Control
SCHNITMAN, PAUL, ROBERTIPRESIDENTE Control
SCHNITMAN, PAUL, ROBERTICHIEF COMPLIANCE OFFICERE Control
SCHNITMAN, PAUL, ROBERTIPRESIDENTE Control
SCHNITMAN, PAUL, ROBERTICHIEF COMPLIANCE OFFICERE Control
SCHNITMAN, PAUL, ROBERTIPRESIDENTE Control
SCHNITMAN, PAUL, ROBERTICHIEF COMPLIANCE OFFICERE Control
SCHNITMAN, PAUL, ROBERTIPRESIDENTE Control
SCHNITMAN, PAUL, ROBERTICHIEF COMPLIANCE OFFICERE Control
SCHNITMAN, PAUL, ROBERTIPRESIDENTE Control
SCHNITMAN, PAUL, ROBERTICHIEF COMPLIANCE OFFICERE Control
SCHNITMAN, PAUL, ROBERTIPRESIDENTE Control
SCHNITMAN, PAUL, ROBERTIPRESIDENTE Control
SCHNITMAN, PAUL, ROBERTICHIEF COMPLIANCE OFFICERE Control
SCHNITMAN, PAUL, ROBERTIPRESIDENTE Control
SCHNITMAN, PAUL, ROBERTICHIEF COMPLIANCE OFFICERE Control
SCHNITMAN, PAUL, ROBERTIPRESIDENTE Control
SCHNITMAN, PAUL, ROBERTIPRESIDENTE Control

Registrations

Federal

IA
Feb 3, 2007 REGISTERED

Notice Filings (1)

TX

Address

400 PINE STREET, SUITE 1050
ABILENE, TX 79601
USA
Phone: 325-672-7212