Planners Alliance
Planners Alliance (CRD# 290575) is a financial advisory firm headquartered in Holland, MI. They manage $286,613,791 in 3,398 accounts and serve the financial needs of clients across 30 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management287MILLION
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Total Number of Accounts3,398ACCOUNTS
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Average Account Value$84,348
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, AZ, CA, CO, FL, GA, ID, IL, IN, MA, MD, ME, MI, MN, MT, NC, NM, NV, NY, OH, OR, SC, SD, TN, TX, UT, VA, WA, WI, WY
Financial Advisors at Planners Alliance
No Advisor Found.
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