PLANNERS FINANCIAL SERVICES, INC.
CRD #6751 SEC #801-11036 MENDOTA HEIGHTS, MN 651-405-9000
SEC Registered Broker-Dealer
Total AUM
$96.4M
Discretionary
$96.4M
Employees
2
Clients
101
Accounts
501
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $96.4M | $96.4M | $0 | 2 | 0 |
| Mar 2022 | $112.1M | $112.1M | $0 | 2 | 0 |
| Mar 2021 | $105.7M | $105.7M | $0 | 2 | 0 |
| Jun 2020 | $95.3M | $95.3M | $0 | 2 | 193 |
| Mar 2020 | $95.3M | $95.3M | $0 | 2 | 193 |
| Mar 2019 | $91.9M | $91.9M | $0 | 2 | 198 |
| Dec 2018 | $94.8M | $94.8M | $0 | 2 | 190 |
| Mar 2018 | $94.8M | $94.8M | $0 | 2 | 190 |
| Mar 2017 | $91.7M | $91.7M | $0 | 2 | 200 |
| Mar 2016 | $92.8M | $92.8M | $0 | 2 | 200 |
| Mar 2015 | $96M | $96M | $0 | 2 | 200 |
| Oct 2014 | $124.6M | $122.9M | $1.7M | 2 | 300 |
| Mar 2014 | $124.6M | $122.9M | $1.7M | 2 | 300 |
| Oct 2013 | $111.5M | $109.9M | $1.6M | 2 | 300 |
| Apr 2013 | $111.5M | $109.9M | $1.6M | 2 | 300 |
| Sep 2012 | $113.6M | $112M | $1.5M | 11 | 300 |
| Mar 2012 | $109.5M | $108.1M | $1.5M | 11 | 300 |
| Aug 2011 | $116.6M | $115.1M | $1.5M | -- | -- |
| Mar 2011 | $116.6M | $115.1M | $1.5M | -- | -- |
| Feb 2011 | $116.6M | $115.1M | $1.5M | -- | -- |
| Mar 2010 | $108.3M | $106.9M | $1.4M | -- | -- |
| Feb 2009 | $63.8M | $62.7M | $1.1M | 10 | -- |
| Feb 2007 | $80.5M | $79M | $1.5M | 10 | -- |
| Feb 2006 | $71.8M | $67.6M | $4.2M | 10 | -- |
| Sep 2005 | $65.5M | $57.3M | $8.2M | 10 | -- |
| Jan 2005 | $61.9M | $58.5M | $3.4M | 10 | -- |
| Mar 2004 | $61.9M | $58.5M | $3.4M | 10 | -- |
DateMar 2023
Total AUM$96.4M
Discretionary$96.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$112.1M
Discretionary$112.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$105.7M
Discretionary$105.7M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$95.3M
Discretionary$95.3M
Non-Disc.$0
Employees2
Clients193
DateMar 2020
Total AUM$95.3M
Discretionary$95.3M
Non-Disc.$0
Employees2
Clients193
DateMar 2019
Total AUM$91.9M
Discretionary$91.9M
Non-Disc.$0
Employees2
Clients198
DateDec 2018
Total AUM$94.8M
Discretionary$94.8M
Non-Disc.$0
Employees2
Clients190
DateMar 2018
Total AUM$94.8M
Discretionary$94.8M
Non-Disc.$0
Employees2
Clients190
DateMar 2017
Total AUM$91.7M
Discretionary$91.7M
Non-Disc.$0
Employees2
Clients200
DateMar 2016
Total AUM$92.8M
Discretionary$92.8M
Non-Disc.$0
Employees2
Clients200
DateMar 2015
Total AUM$96M
Discretionary$96M
Non-Disc.$0
Employees2
Clients200
DateOct 2014
Total AUM$124.6M
Discretionary$122.9M
Non-Disc.$1.7M
Employees2
Clients300
DateMar 2014
Total AUM$124.6M
Discretionary$122.9M
Non-Disc.$1.7M
Employees2
Clients300
DateOct 2013
Total AUM$111.5M
Discretionary$109.9M
Non-Disc.$1.6M
Employees2
Clients300
DateApr 2013
Total AUM$111.5M
Discretionary$109.9M
Non-Disc.$1.6M
Employees2
Clients300
DateSep 2012
Total AUM$113.6M
Discretionary$112M
Non-Disc.$1.5M
Employees11
Clients300
DateMar 2012
Total AUM$109.5M
Discretionary$108.1M
Non-Disc.$1.5M
Employees11
Clients300
DateAug 2011
Total AUM$116.6M
Discretionary$115.1M
Non-Disc.$1.5M
Employees--
Clients--
DateMar 2011
Total AUM$116.6M
Discretionary$115.1M
Non-Disc.$1.5M
Employees--
Clients--
DateFeb 2011
Total AUM$116.6M
Discretionary$115.1M
Non-Disc.$1.5M
Employees--
Clients--
DateMar 2010
Total AUM$108.3M
Discretionary$106.9M
Non-Disc.$1.4M
Employees--
Clients--
DateFeb 2009
Total AUM$63.8M
Discretionary$62.7M
Non-Disc.$1.1M
Employees10
Clients--
DateFeb 2007
Total AUM$80.5M
Discretionary$79M
Non-Disc.$1.5M
Employees10
Clients--
DateFeb 2006
Total AUM$71.8M
Discretionary$67.6M
Non-Disc.$4.2M
Employees10
Clients--
DateSep 2005
Total AUM$65.5M
Discretionary$57.3M
Non-Disc.$8.2M
Employees10
Clients--
DateJan 2005
Total AUM$61.9M
Discretionary$58.5M
Non-Disc.$3.4M
Employees10
Clients--
DateMar 2004
Total AUM$61.9M
Discretionary$58.5M
Non-Disc.$3.4M
Employees10
Clients--