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PLANNING STRATEGIES, INC.
PLANNING STRATEGIES, INC.
PSI CAPITAL MANAGEMENT
LANCASTER, Pennsylvania
·
5 registered advisors
·
CRD# 117105
SEC# 801-112684
5
717-207-7123
01
Firm Overview
AUM
$287M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PLANNING STRATEGIES, INC.
5 registered advisors
Gregory Cyril Staub
LANCASTER, Pennsylvania
CRD# 1355080
Matthew Cyril Staub
LANCASTER, Pennsylvania
CRD# 5927776
Scott Glenn Smith
LANCASTER, Pennsylvania
CRD# 2123979
Steven Mark Mitchell
LANCASTER, Pennsylvania
CRD# 2114236
Vanessa Marie Zook
LANCASTER, Pennsylvania
CRD# 6111776
05
Office Locations
LANCASTER, Pennsylvania
5 advisors
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Data sourced from SEC Form ADV filings. PLANNING STRATEGIES, INC. (CRD# 117105) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.