THE PLANNED APPROACH, INC.
Legal name: THE PLANNED APPROACH
CRD #166638 SEC #801-77739 KANSAS CITY, MO 816-941-0098
SEC Registered
Total AUM
$226.5M
Discretionary
$226.5M
Employees
5
Clients
101
Accounts
477
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2020 | $226.5M | $226.5M | $0 | 5 | 2 |
| Feb 2020 | $226.5M | $226.5M | $0 | 5 | 2 |
| Mar 2019 | $186.8M | $186.8M | $0 | 5 | 0 |
| May 2018 | $203.2M | $203.2M | $0 | 5 | 0 |
| Mar 2018 | $203.2M | $203.2M | $0 | 5 | 0 |
| Feb 2017 | $175.2M | $175.2M | $0 | 5 | 120 |
| Aug 2016 | $151M | $151M | $0 | 5 | 120 |
| Mar 2016 | $151M | $151M | $0 | 5 | 120 |
| Mar 2016 | $151M | $151M | $0 | 5 | 120 |
| Nov 2015 | $150.9M | $150.9M | $0 | 4 | 120 |
| Mar 2015 | $150.9M | $150.9M | $0 | 4 | 120 |
| Sep 2014 | $132.5M | $130.7M | $1.8M | 4 | 120 |
| May 2014 | $132.5M | $130.7M | $1.8M | 4 | 120 |
| Mar 2014 | $132.5M | $130.7M | $1.8M | 4 | 120 |
| Dec 2013 | $109.7M | $107.9M | $1.9M | 4 | 0 |
| Jul 2013 | $109.7M | $107.9M | $1.9M | 4 | 0 |
| Apr 2013 | $0 | $0 | $0 | 4 | 0 |
| Mar 2013 | $0 | $0 | $0 | 4 | 0 |
| Mar 2013 | $0 | $0 | $0 | 4 | 0 |
DateMar 2020
Total AUM$226.5M
Discretionary$226.5M
Non-Disc.$0
Employees5
Clients2
DateFeb 2020
Total AUM$226.5M
Discretionary$226.5M
Non-Disc.$0
Employees5
Clients2
DateMar 2019
Total AUM$186.8M
Discretionary$186.8M
Non-Disc.$0
Employees5
Clients0
DateMay 2018
Total AUM$203.2M
Discretionary$203.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$203.2M
Discretionary$203.2M
Non-Disc.$0
Employees5
Clients0
DateFeb 2017
Total AUM$175.2M
Discretionary$175.2M
Non-Disc.$0
Employees5
Clients120
DateAug 2016
Total AUM$151M
Discretionary$151M
Non-Disc.$0
Employees5
Clients120
DateMar 2016
Total AUM$151M
Discretionary$151M
Non-Disc.$0
Employees5
Clients120
DateMar 2016
Total AUM$151M
Discretionary$151M
Non-Disc.$0
Employees5
Clients120
DateNov 2015
Total AUM$150.9M
Discretionary$150.9M
Non-Disc.$0
Employees4
Clients120
DateMar 2015
Total AUM$150.9M
Discretionary$150.9M
Non-Disc.$0
Employees4
Clients120
DateSep 2014
Total AUM$132.5M
Discretionary$130.7M
Non-Disc.$1.8M
Employees4
Clients120
DateMay 2014
Total AUM$132.5M
Discretionary$130.7M
Non-Disc.$1.8M
Employees4
Clients120
DateMar 2014
Total AUM$132.5M
Discretionary$130.7M
Non-Disc.$1.8M
Employees4
Clients120
DateDec 2013
Total AUM$109.7M
Discretionary$107.9M
Non-Disc.$1.9M
Employees4
Clients0
DateJul 2013
Total AUM$109.7M
Discretionary$107.9M
Non-Disc.$1.9M
Employees4
Clients0
DateApr 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0