PLAN STRATEGIES INC

CENTENNIAL, Colorado·2 registered advisors·CRD# 110048
SEC# 801-1119420303-658-3500
01

Firm Overview

AUM
$292M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
Other: PERCENTAGE OF ASSETS ON WHICH WE CONSULT
03

Advisors at PLAN STRATEGIES INC

2 registered advisors
Jerrod Allen Weiss
CENTENNIAL, Colorado
Matthew Anthony Annalora
CENTENNIAL, Colorado
05

Office Locations

CENTENNIAL, Colorado
2 advisors

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Data sourced from SEC Form ADV filings. PLAN STRATEGIES INC (CRD# 110048) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.