PLANNING SOLUTIONS INTERNATIONAL LLC
Legal name: TOAMS FINANCIAL
CRD #300043 SEC #801-120648 JACKSONVILLE, FL (904) 733-5321
SEC Registered
Total AUM
$106M
Discretionary
$106M
Employees
2
Clients
251
Accounts
628
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $106M | $106M | $0 | 2 | 0 |
| Jul 2024 | $155M | $155M | $0 | 2 | 0 |
| Feb 2024 | $155M | $155M | $0 | 2 | 0 |
| Aug 2023 | $120M | $120M | $0 | 5 | 0 |
| Feb 2023 | $120M | $120M | $0 | 5 | 0 |
| Feb 2023 | $120M | $120M | $0 | 5 | 0 |
| Dec 2022 | $140M | $140M | $0 | 5 | 0 |
| Aug 2022 | $140M | $140M | $0 | 5 | 0 |
| Jun 2022 | $140M | $140M | $0 | 5 | 0 |
| Jan 2022 | $140M | $140M | $0 | 5 | 0 |
| Dec 2021 | $118.8M | $118.8M | $0 | 4 | 0 |
| Sep 2021 | $118.8M | $118.8M | $0 | 4 | 0 |
| Aug 2021 | $118.8M | $118.8M | $0 | 4 | 0 |
| Aug 2021 | $118.8M | $118.8M | $0 | 4 | 0 |
| Jun 2021 | $118.8M | $118.8M | $0 | 4 | 0 |
| Jun 2021 | $118.8M | $118.8M | $0 | 4 | 0 |
| Feb 2021 | $118.8M | $118.8M | $0 | 4 | 0 |
| Aug 2019 | $0 | $0 | $0 | 3 | 0 |
| Jul 2019 | $0 | $0 | $0 | 3 | 0 |
| May 2019 | $0 | $0 | $0 | 3 | 0 |
| May 2019 | $0 | $0 | $0 | 3 | 0 |
| May 2019 | $0 | $0 | $0 | 3 | 0 |
| Feb 2019 | $0 | $0 | $0 | 3 | 0 |
| Dec 2018 | $0 | $0 | $0 | 3 | 0 |
| Dec 2018 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$106M
Discretionary$106M
Non-Disc.$0
Employees2
Clients0
DateJul 2024
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees2
Clients0
DateAug 2023
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees5
Clients0
DateFeb 2023
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees5
Clients0
DateFeb 2023
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees5
Clients0
DateDec 2022
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees5
Clients0
DateAug 2022
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees5
Clients0
DateJun 2022
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees5
Clients0
DateJan 2022
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees5
Clients0
DateDec 2021
Total AUM$118.8M
Discretionary$118.8M
Non-Disc.$0
Employees4
Clients0
DateSep 2021
Total AUM$118.8M
Discretionary$118.8M
Non-Disc.$0
Employees4
Clients0
DateAug 2021
Total AUM$118.8M
Discretionary$118.8M
Non-Disc.$0
Employees4
Clients0
DateAug 2021
Total AUM$118.8M
Discretionary$118.8M
Non-Disc.$0
Employees4
Clients0
DateJun 2021
Total AUM$118.8M
Discretionary$118.8M
Non-Disc.$0
Employees4
Clients0
DateJun 2021
Total AUM$118.8M
Discretionary$118.8M
Non-Disc.$0
Employees4
Clients0
DateFeb 2021
Total AUM$118.8M
Discretionary$118.8M
Non-Disc.$0
Employees4
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0