Planning Directions, Inc.
● SEC registered since 2004CRD 120131SEC# 801-62686Glen Mills, PA
Reg. AUM
$542.4M
Employees
8
Accounts
1,431
Location
Glen Mills, PA
Planning Directions, Inc. assets under management
Planning Directions, Inc. is a registered investment adviser overseen by the SEC based in Glen Mills, PA. The firm has been registered since 2004. It reports $542.4 million in regulatory assets under management and employs 8 people.
Planning Directions, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Scott Ellis Control | President And Chief Compliance Officer | 50-75% | 2023 |
| William Francis Muller Control | Chief Executive Officer | 50-75% | 2023 |
Frequently asked questions
How much does Planning Directions, Inc. manage?
Planning Directions, Inc. reports $542.4 million in regulatory assets under management on its Form ADV.
How many employees does Planning Directions, Inc. have?
Planning Directions, Inc. reports 8 employees.
Where is Planning Directions, Inc. located?
Planning Directions, Inc. is based in Glen Mills, PA and has been SEC-registered since 2004.
Does Planning Directions, Inc. disclose fund performance?
Planning Directions, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 239 Baltimore Pike, Glen Mills, PA 19342-1127 |
| Phone | 610-361-0865 |
| Fax | 610-361-0869 |
| Office hours | 8:00 a.m.-5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 821103 |
| Discloses disciplinary history | No |
Regulatory AUM
$542.4M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$542.4Mregulatory AUM
Discretionary $499.6MNon-discretionary $42.9M