PERSONAL FINANCIAL PLANNING, INC.
CRD #115605 SEC #801-62565 DEERFIELD, IL 847-205-2590
SEC Registered
Total AUM
$897M
Discretionary
$897M
Employees
4
Clients
51
Accounts
632
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $897M | $897M | $0 | 4 | 20 |
| Mar 2021 | $897M | $897M | $0 | 4 | 20 |
| Apr 2020 | $710M | $710M | $0 | 2 | 20 |
| Jul 2019 | $655.4M | $655.4M | $0 | 2 | 20 |
| Mar 2019 | $655.4M | $655.4M | $0 | 2 | 20 |
| May 2018 | $598M | $598M | $0 | 2 | 10 |
| Mar 2017 | $935M | $425M | $510M | 3 | 26 |
| Mar 2016 | $867M | $395M | $472M | 3 | 26 |
| Jan 2015 | $845M | $345M | $500M | 3 | 26 |
| Mar 2014 | $292.5M | $292.5M | $0 | 3 | 26 |
| Mar 2013 | $241M | $241M | $0 | 3 | 26 |
| Apr 2012 | $210M | $210M | $0 | 1 | 26 |
| Mar 2011 | $188.4M | $188.4M | $0 | 5 | -- |
| Mar 2011 | $188.4M | $188.4M | $0 | 5 | -- |
| Jan 2008 | $151.9M | $151.9M | $0 | 5 | -- |
| Mar 2007 | $141.9M | $141.9M | $0 | 5 | -- |
| Feb 2007 | $141.9M | $141.9M | $0 | 5 | -- |
| Mar 2006 | $103.8M | $103.8M | $0 | 5 | -- |
| Jan 2006 | $86.7M | $86.7M | $0 | 5 | -- |
| Sep 2005 | $86.7M | $86.7M | $0 | 5 | -- |
| Jan 2005 | $65M | $65M | $0 | 5 | -- |
| Jul 2004 | $40.3M | $40.3M | $0 | 5 | -- |
| Mar 2004 | $40.3M | $40.3M | $0 | 5 | -- |
| Jan 2004 | $40.3M | $40.3M | $0 | 5 | -- |
| Nov 2003 | $28.3M | $28.3M | $0 | 5 | -- |
DateMar 2021
Total AUM$897M
Discretionary$897M
Non-Disc.$0
Employees4
Clients20
DateMar 2021
Total AUM$897M
Discretionary$897M
Non-Disc.$0
Employees4
Clients20
DateApr 2020
Total AUM$710M
Discretionary$710M
Non-Disc.$0
Employees2
Clients20
DateJul 2019
Total AUM$655.4M
Discretionary$655.4M
Non-Disc.$0
Employees2
Clients20
DateMar 2019
Total AUM$655.4M
Discretionary$655.4M
Non-Disc.$0
Employees2
Clients20
DateMay 2018
Total AUM$598M
Discretionary$598M
Non-Disc.$0
Employees2
Clients10
DateMar 2017
Total AUM$935M
Discretionary$425M
Non-Disc.$510M
Employees3
Clients26
DateMar 2016
Total AUM$867M
Discretionary$395M
Non-Disc.$472M
Employees3
Clients26
DateJan 2015
Total AUM$845M
Discretionary$345M
Non-Disc.$500M
Employees3
Clients26
DateMar 2014
Total AUM$292.5M
Discretionary$292.5M
Non-Disc.$0
Employees3
Clients26
DateMar 2013
Total AUM$241M
Discretionary$241M
Non-Disc.$0
Employees3
Clients26
DateApr 2012
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$188.4M
Discretionary$188.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$188.4M
Discretionary$188.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$151.9M
Discretionary$151.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$141.9M
Discretionary$141.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$141.9M
Discretionary$141.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$103.8M
Discretionary$103.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$86.7M
Discretionary$86.7M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$86.7M
Discretionary$86.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$40.3M
Discretionary$40.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$40.3M
Discretionary$40.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2004
Total AUM$40.3M
Discretionary$40.3M
Non-Disc.$0
Employees5
Clients--
DateNov 2003
Total AUM$28.3M
Discretionary$28.3M
Non-Disc.$0
Employees5
Clients--