PLANNING FOR WEALTH, LLC
CRD #117109 SEC #801-66239 MONROE, LA 318-340-0324
SEC Registered
Total AUM
$29.6M
Discretionary
$29.6M
Employees
6
Clients
0
Accounts
103
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2012 | $29.6M | $29.6M | $0 | 6 | 26 |
| Mar 2012 | $29.6M | $29.6M | $0 | 6 | 26 |
| Apr 2011 | $29.6M | $29.6M | $0 | 10 | -- |
| Feb 2011 | $29.6M | $29.6M | $0 | 10 | -- |
| Dec 2010 | $26M | $26M | $0 | 10 | -- |
| Jan 2010 | $26M | $26M | $0 | 10 | -- |
| Oct 2009 | $25.2M | $25.2M | $0 | 10 | -- |
| Feb 2009 | $25.2M | $25.2M | $0 | 10 | -- |
| Jan 2008 | $30.2M | $30.2M | $0 | 10 | -- |
| Mar 2007 | $31M | $31M | $0 | 10 | -- |
| Feb 2006 | $25.5M | $13.1M | $12.4M | 10 | -- |
DateJul 2012
Total AUM$29.6M
Discretionary$29.6M
Non-Disc.$0
Employees6
Clients26
DateMar 2012
Total AUM$29.6M
Discretionary$29.6M
Non-Disc.$0
Employees6
Clients26
DateApr 2011
Total AUM$29.6M
Discretionary$29.6M
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$29.6M
Discretionary$29.6M
Non-Disc.$0
Employees10
Clients--
DateDec 2010
Total AUM$26M
Discretionary$26M
Non-Disc.$0
Employees10
Clients--
DateJan 2010
Total AUM$26M
Discretionary$26M
Non-Disc.$0
Employees10
Clients--
DateOct 2009
Total AUM$25.2M
Discretionary$25.2M
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$25.2M
Discretionary$25.2M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$30.2M
Discretionary$30.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$31M
Discretionary$31M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$25.5M
Discretionary$13.1M
Non-Disc.$12.4M
Employees10
Clients--