Planning Strategies, Inc.
● SEC registered since 2018CRD 117105SEC# 801-112684Lancaster, PA
Reg. AUM
$384.8M
Employees
11
Accounts
1,414
Location
Lancaster, PA
Planning Strategies, Inc. assets under management
Planning Strategies, Inc. is an investment advisory firm registered with the SEC based in Lancaster, PA. The firm has been registered since 2018. It reports $384.8 million in regulatory assets under management and employs 11 people.
Planning Strategies, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Cyril Staub Control | Cio | 25-50% | 2018 |
| Matthew Cyril Staub Control | Coo | 10-25% | 2019 |
| Scott Glenn Smith Control | Cco | 25-50% | 2001 |
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Join to unlock · $37/moFrequently asked questions
How much does Planning Strategies, Inc. manage?
Planning Strategies, Inc. reports $384.8 million in regulatory assets under management on its Form ADV.
How many employees does Planning Strategies, Inc. have?
Planning Strategies, Inc. reports 11 employees.
Where is Planning Strategies, Inc. located?
Planning Strategies, Inc. is based in Lancaster, PA and has been SEC-registered since 2018.
Does Planning Strategies, Inc. disclose fund performance?
Planning Strategies, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 147 North Shippen Street, Lancaster, PA 17602 |
| Phone | 717-207-7123 |
| Fax | 717-291-1529 |
| Office hours | 9a.m. To 4p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$384.8M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$384.8Mregulatory AUM
Discretionary $382.7MNon-discretionary $2.1M