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THE PLANNER'S EDGE LLC
THE PLANNER'S EDGE LLC
MERCER ISLAND, Washington
·
1 registered advisor
·
CRD# 114616
SEC# 801-120913
2
206-232-4500
01
Firm Overview
AUM
$142M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at THE PLANNER'S EDGE LLC
1 registered advisor
Jeffrey David Ross
MERCER ISLAND, Washington
CRD# 735840
05
Office Locations
MERCER ISLAND, Washington
1 advisor
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Data sourced from SEC Form ADV filings. THE PLANNER'S EDGE LLC (CRD# 114616) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.