Planit Financial LLC
Planit Financial LLC (CRD# 293533) is a financial advisory firm headquartered in , . They manage $17,030,000 in 16 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Planit Financial LLC
By the Numbers
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Total Assets Under Management17MILLION
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Total Number of Accounts16ACCOUNTS
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Average Account Value$1,064,375
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WA
Financial Advisors at Planit Financial LLC
1
Keith Mayfield (CRD# 2517689) is an Investment Advisor Representative working at Planit Financial LLC in Wenatchee, WA and has over 20 years of experience in the finance industry.
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