THE PLANNING PROJECT LLC
Legal name: THE SUM
CRD #297658 SEC #801-122376 THE WOODLANDS, TX 281-940-4859
SEC Registered
Total AUM
$409.5M
Discretionary
$409.5M
Employees
8
Clients
101
Accounts
875
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 8, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
Registrations
Federal
IA
Sep 8, 2025 REGISTERED
Notice Filings (2)
LA TX
Address
4526 RESEARCH FOREST DR.SUITE 240
THE WOODLANDS, TX 77381
United States
Phone: 281-940-4859