PLAN CONFIDENCE CORPORATION
CRD #283781 SEC #801-107791 SARASOTA, FL 312-373-0772
SEC Registered
Total AUM
--
Discretionary
--
Employees
3
Clients
0
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2024 | $31K | $31K | $0 | 2 | 699 |
| Mar 2024 | $31K | $31K | $0 | 2 | 699 |
| Dec 2023 | $75.3K | $55.9K | $19.5K | 2 | 588 |
| Aug 2023 | $75.3K | $55.9K | $19.5K | 2 | 588 |
| Aug 2023 | $75.3K | $55.9K | $19.5K | 2 | 588 |
| Mar 2023 | $75.3K | $55.9K | $19.5K | 2 | 588 |
| Oct 2022 | $15.6K | $15.6K | $0 | 3 | 480 |
| Aug 2022 | $15.6K | $15.6K | $0 | 3 | 480 |
| Jul 2022 | $15.6K | $15.6K | $0 | 3 | 480 |
| Jul 2022 | $15.6K | $15.6K | $0 | 3 | 480 |
| Apr 2022 | $15.6K | $15.6K | $0 | 3 | 480 |
| Mar 2022 | $15.6K | $15.6K | $0 | 3 | 480 |
| Mar 2022 | $15.6K | $15.6K | $0 | 3 | 480 |
DateSep 2024
Total AUM$31K
Discretionary$31K
Non-Disc.$0
Employees2
Clients699
DateMar 2024
Total AUM$31K
Discretionary$31K
Non-Disc.$0
Employees2
Clients699
DateDec 2023
Total AUM$75.3K
Discretionary$55.9K
Non-Disc.$19.5K
Employees2
Clients588
DateAug 2023
Total AUM$75.3K
Discretionary$55.9K
Non-Disc.$19.5K
Employees2
Clients588
DateAug 2023
Total AUM$75.3K
Discretionary$55.9K
Non-Disc.$19.5K
Employees2
Clients588
DateMar 2023
Total AUM$75.3K
Discretionary$55.9K
Non-Disc.$19.5K
Employees2
Clients588
DateOct 2022
Total AUM$15.6K
Discretionary$15.6K
Non-Disc.$0
Employees3
Clients480
DateAug 2022
Total AUM$15.6K
Discretionary$15.6K
Non-Disc.$0
Employees3
Clients480
DateJul 2022
Total AUM$15.6K
Discretionary$15.6K
Non-Disc.$0
Employees3
Clients480
DateJul 2022
Total AUM$15.6K
Discretionary$15.6K
Non-Disc.$0
Employees3
Clients480
DateApr 2022
Total AUM$15.6K
Discretionary$15.6K
Non-Disc.$0
Employees3
Clients480
DateMar 2022
Total AUM$15.6K
Discretionary$15.6K
Non-Disc.$0
Employees3
Clients480
DateMar 2022
Total AUM$15.6K
Discretionary$15.6K
Non-Disc.$0
Employees3
Clients480