Planning Solutions International LLC
● SEC registered since 2021CRD 300043SEC# 801-120648Jacksonville, FL
Reg. AUM
$108.8M
Employees
2
Accounts
1,020
Location
Jacksonville, FL
Planning Solutions International LLC assets under management
Planning Solutions International LLC is a registered investment adviser overseen by the SEC based in Jacksonville, FL. The firm has been registered since 2021. It reports $108.8 million in regulatory assets under management and employs 2 people.
Planning Solutions International LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mario Joseph Payne Control | Owner And Chief Compliance Officer | Over 75% | 2013 |
Frequently asked questions
How much does Planning Solutions International LLC manage?
Planning Solutions International LLC reports $108.8 million in regulatory assets under management on its Form ADV.
How many employees does Planning Solutions International LLC have?
Planning Solutions International LLC reports 2 employees.
Where is Planning Solutions International LLC located?
Planning Solutions International LLC is based in Jacksonville, FL and has been SEC-registered since 2021.
Does Planning Solutions International LLC disclose fund performance?
Planning Solutions International LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1901 University Blvd W, Jacksonville, FL 32217 |
| Phone | (904) 733-5321 |
| Fax | (904) 733-5322 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$108.8M▲ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$108.8Mregulatory AUM
Discretionary $108.8M