PLANNING STRATEGIES, INC.
Legal name: PSI CAPITAL MANAGEMENT
CRD #117105 SEC #801-112684 LANCASTER, PA 717-207-7123
SEC Registered
Total AUM
$348.1M
Discretionary
$346.1M
Employees
8
Clients
--
Accounts
1,344
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $348.1M | $346.1M | $2M | 8 | 12 |
| Mar 2024 | $287.1M | $285.2M | $1.9M | 10 | 9 |
| Mar 2023 | $242.7M | $240.9M | $1.7M | 12 | 10 |
| Aug 2022 | $262.4M | $260.4M | $2M | 13 | 5 |
| Mar 2022 | $262.4M | $260.4M | $2M | 13 | 5 |
| Mar 2022 | $262.4M | $260.4M | $2M | 13 | 5 |
| Jan 2022 | $222.6M | $220.7M | $1.8M | 12 | 6 |
| Oct 2021 | $222.6M | $220.7M | $1.8M | 12 | 6 |
| Mar 2021 | $222.6M | $220.7M | $1.8M | 12 | 6 |
| Dec 2020 | $191.5M | $189.9M | $1.6M | 11 | 18 |
| Dec 2020 | $191.5M | $189.9M | $1.6M | 11 | 18 |
| Oct 2020 | $191.5M | $189.9M | $1.6M | 11 | 18 |
| Jun 2020 | $191.5M | $189.9M | $1.6M | 11 | 18 |
| Mar 2020 | $191.5M | $189.9M | $1.6M | 11 | 18 |
| Mar 2019 | $171.6M | $170.1M | $1.5M | 11 | 22 |
| Jun 2018 | $108M | $106.6M | $1.5M | 11 | 20 |
| Jun 2018 | $108M | $106.6M | $1.5M | 8 | 20 |
| May 2018 | $108M | $106.6M | $1.5M | 8 | 20 |
| May 2018 | $108M | $106.6M | $1.5M | 8 | 20 |
| Apr 2018 | $108M | $106.6M | $1.5M | 8 | 20 |
| Apr 2018 | $108M | $106.6M | $1.5M | 8 | 20 |
| Apr 2018 | $108M | $106.6M | $1.5M | 6 | 20 |
| Feb 2018 | $108M | $106.6M | $1.5M | 6 | 20 |
DateMar 2025
Total AUM$348.1M
Discretionary$346.1M
Non-Disc.$2M
Employees8
Clients12
DateMar 2024
Total AUM$287.1M
Discretionary$285.2M
Non-Disc.$1.9M
Employees10
Clients9
DateMar 2023
Total AUM$242.7M
Discretionary$240.9M
Non-Disc.$1.7M
Employees12
Clients10
DateAug 2022
Total AUM$262.4M
Discretionary$260.4M
Non-Disc.$2M
Employees13
Clients5
DateMar 2022
Total AUM$262.4M
Discretionary$260.4M
Non-Disc.$2M
Employees13
Clients5
DateMar 2022
Total AUM$262.4M
Discretionary$260.4M
Non-Disc.$2M
Employees13
Clients5
DateJan 2022
Total AUM$222.6M
Discretionary$220.7M
Non-Disc.$1.8M
Employees12
Clients6
DateOct 2021
Total AUM$222.6M
Discretionary$220.7M
Non-Disc.$1.8M
Employees12
Clients6
DateMar 2021
Total AUM$222.6M
Discretionary$220.7M
Non-Disc.$1.8M
Employees12
Clients6
DateDec 2020
Total AUM$191.5M
Discretionary$189.9M
Non-Disc.$1.6M
Employees11
Clients18
DateDec 2020
Total AUM$191.5M
Discretionary$189.9M
Non-Disc.$1.6M
Employees11
Clients18
DateOct 2020
Total AUM$191.5M
Discretionary$189.9M
Non-Disc.$1.6M
Employees11
Clients18
DateJun 2020
Total AUM$191.5M
Discretionary$189.9M
Non-Disc.$1.6M
Employees11
Clients18
DateMar 2020
Total AUM$191.5M
Discretionary$189.9M
Non-Disc.$1.6M
Employees11
Clients18
DateMar 2019
Total AUM$171.6M
Discretionary$170.1M
Non-Disc.$1.5M
Employees11
Clients22
DateJun 2018
Total AUM$108M
Discretionary$106.6M
Non-Disc.$1.5M
Employees11
Clients20
DateJun 2018
Total AUM$108M
Discretionary$106.6M
Non-Disc.$1.5M
Employees8
Clients20
DateMay 2018
Total AUM$108M
Discretionary$106.6M
Non-Disc.$1.5M
Employees8
Clients20
DateMay 2018
Total AUM$108M
Discretionary$106.6M
Non-Disc.$1.5M
Employees8
Clients20
DateApr 2018
Total AUM$108M
Discretionary$106.6M
Non-Disc.$1.5M
Employees8
Clients20
DateApr 2018
Total AUM$108M
Discretionary$106.6M
Non-Disc.$1.5M
Employees8
Clients20
DateApr 2018
Total AUM$108M
Discretionary$106.6M
Non-Disc.$1.5M
Employees6
Clients20
DateFeb 2018
Total AUM$108M
Discretionary$106.6M
Non-Disc.$1.5M
Employees6
Clients20