Plan Confidence Corporation
● SEC registered since 2016CRD 283781SEC# 801-107791Sarasota, FL
Reg. AUM
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Employees
3
Accounts
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Location
Sarasota, FL
Plan Confidence Corporation assets under management
Plan Confidence Corporation is an investment advisory firm registered with the SEC based in Sarasota, FL. The firm has been registered since 2016. It employs 3 people.
Plan Confidence Corporation owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin Thomas Clark Control | President And Chief Compliance Officer | 50-75% | 2016 |
| Mark Reddick Control | Chief Technology Officer | 10-25% | 2018 |
Frequently asked questions
How many employees does Plan Confidence Corporation have?
Plan Confidence Corporation reports 3 employees.
Where is Plan Confidence Corporation located?
Plan Confidence Corporation is based in Sarasota, FL and has been SEC-registered since 2016.
Does Plan Confidence Corporation disclose fund performance?
Plan Confidence Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1900 Main Street, Suite 308, Sarasota, FL 34236 |
| Phone | 312-373-0772 |
| Office hours | 9 a.m. - 4 p.m. Est |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 77%
More than 23% of 16,825 advisers