Home
›
Firms
›
THE PLANNING PROJECT LLC
THE PLANNING PROJECT LLC
THE SUM
THE WOODLANDS, Texas
·
3 registered advisors
·
CRD# 297658
SEC# 801-122376
0
281-940-4859
01
Firm Overview
AUM
$306M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at THE PLANNING PROJECT LLC
3 registered advisors
Christopher Daniel Melber
THE WOODLANDS, Texas
CRD# 5990888
Paul Michael Rahn
THE WOODLANDS, Texas
CRD# 5578276
Robert Michael Bard
THE WOODLANDS, Texas
CRD# 2926578
05
Office Locations
THE WOODLANDS, Texas
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. THE PLANNING PROJECT LLC (CRD# 297658) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.