THE PLANNER'S EDGE LLC
CRD #114616 SEC #801-120913 MERCER ISLAND, WA 206-232-4500
SEC Registered
Total AUM
$186.7M
Discretionary
$186.7M
Employees
3
Clients
101
Accounts
694
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 14, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ROSS, JEFFREY, DAVID | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| ROSS, JEFFREY, DAVID | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| ROSS, JEFFREY, DAVID | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| ROSS, JEFFREY, DAVID | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| ROSS, JEFFREY, DAVID | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| ROSS, JEFFREY, DAVID | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| ROSS, JEFFREY, DAVID | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| ROURKE, RYAN, JOSEPH | I | MANAGING MEMBER | C | Control |
Registrations
Federal
IA
Apr 14, 2025 REGISTERED
Notice Filings (2)
CA WA
Address
2737 78TH AVENUE SESUITE 103
MERCER ISLAND, WA 98040
United States
Phone: 206-232-4500