THE PLANNED APPROACH, INC.
Legal name: THE PLANNED APPROACH
CRD #309276 SEC #801-118945 KANSAS CITY, MO 816-941-0098
SEC Registered
Total AUM
$265.8M
Discretionary
$265.8M
Employees
4
Clients
101
Accounts
497
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2021 | $265.8M | $265.8M | $0 | 4 | 0 |
| Jun 2020 | $206.4M | $206.4M | $0 | 5 | 2 |
| May 2020 | $206.4M | $206.4M | $0 | 5 | 2 |
DateFeb 2021
Total AUM$265.8M
Discretionary$265.8M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$206.4M
Discretionary$206.4M
Non-Disc.$0
Employees5
Clients2
DateMay 2020
Total AUM$206.4M
Discretionary$206.4M
Non-Disc.$0
Employees5
Clients2