PLANNING DIRECTIONS, INC.

GLEN MILLS, Pennsylvania·3 registered advisors·CRD# 120131
SEC# 801-626861610-361-0865
01

Firm Overview

AUM
$423M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PLANNING DIRECTIONS, INC.

3 registered advisors
Frederick John Dunbar
GLEN MILLS, Pennsylvania
Matthew Scott Ellis
GLEN MILLS, Pennsylvania
William Francis Muller
GLEN MILLS, Pennsylvania
05

Office Locations

GLEN MILLS, Pennsylvania
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. PLANNING DIRECTIONS, INC. (CRD# 120131) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.