PLANNERS ALLIANCE, LLC
Legal name: PLANNERS ALLIANCE
CRD #290575 SEC #801-112051 HOLLAND, MI 866-530-1400
SEC Registered
Total AUM
$286.6M
Discretionary
$286.6M
Employees
20
Clients
11
Accounts
3,398
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2020 | $286.6M | $286.6M | $0 | 20 | 0 |
| May 2020 | $286.6M | $286.6M | $0 | 20 | 0 |
| Mar 2020 | $286.6M | $286.6M | $0 | 20 | 0 |
| Aug 2019 | $230.3M | $230.3M | $0 | 20 | 0 |
| Aug 2019 | $230.3M | $230.3M | $0 | 20 | 0 |
| Jun 2019 | $230.3M | $230.3M | $0 | 20 | 0 |
| May 2019 | $230.3M | $230.3M | $0 | 20 | 0 |
| Mar 2019 | $230.3M | $230.3M | $0 | 20 | 0 |
| Dec 2018 | $177.2M | $165.4M | $11.8M | 23 | 0 |
| Jul 2018 | $177.2M | $165.4M | $11.8M | 23 | 0 |
| Jun 2018 | $177.2M | $165.4M | $11.8M | 23 | 0 |
| Apr 2018 | $177.2M | $165.4M | $11.8M | 23 | 0 |
| Jan 2018 | $0 | $0 | $0 | 1 | 0 |
| Oct 2017 | $0 | $0 | $0 | 1 | 0 |
DateJul 2020
Total AUM$286.6M
Discretionary$286.6M
Non-Disc.$0
Employees20
Clients0
DateMay 2020
Total AUM$286.6M
Discretionary$286.6M
Non-Disc.$0
Employees20
Clients0
DateMar 2020
Total AUM$286.6M
Discretionary$286.6M
Non-Disc.$0
Employees20
Clients0
DateAug 2019
Total AUM$230.3M
Discretionary$230.3M
Non-Disc.$0
Employees20
Clients0
DateAug 2019
Total AUM$230.3M
Discretionary$230.3M
Non-Disc.$0
Employees20
Clients0
DateJun 2019
Total AUM$230.3M
Discretionary$230.3M
Non-Disc.$0
Employees20
Clients0
DateMay 2019
Total AUM$230.3M
Discretionary$230.3M
Non-Disc.$0
Employees20
Clients0
DateMar 2019
Total AUM$230.3M
Discretionary$230.3M
Non-Disc.$0
Employees20
Clients0
DateDec 2018
Total AUM$177.2M
Discretionary$165.4M
Non-Disc.$11.8M
Employees23
Clients0
DateJul 2018
Total AUM$177.2M
Discretionary$165.4M
Non-Disc.$11.8M
Employees23
Clients0
DateJun 2018
Total AUM$177.2M
Discretionary$165.4M
Non-Disc.$11.8M
Employees23
Clients0
DateApr 2018
Total AUM$177.2M
Discretionary$165.4M
Non-Disc.$11.8M
Employees23
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0