Planvest Financial, Inc.
● SEC registered since 2024CRD 290306SEC# 801-131058Gaithersburg, MD
Reg. AUM
$175.9M
Employees
8
Accounts
553
Location
Gaithersburg, MD
Planvest Financial, Inc. assets under management
Planvest Financial, Inc. operates as an SEC-registered investment adviser based in Gaithersburg, MD. The firm has been registered since 2024. It reports $175.9 million in regulatory assets under management and employs 8 people.
Planvest Financial, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Richard Clonch Control | Ceo | Over 75% | 2017 |
| Sean M. Flynn | Chief Compliance Officer | Under 5% | 2026 |
Frequently asked questions
How much does Planvest Financial, Inc. manage?
Planvest Financial, Inc. reports $175.9 million in regulatory assets under management on its Form ADV.
How many employees does Planvest Financial, Inc. have?
Planvest Financial, Inc. reports 8 employees.
Where is Planvest Financial, Inc. located?
Planvest Financial, Inc. is based in Gaithersburg, MD and has been SEC-registered since 2024.
Does Planvest Financial, Inc. disclose fund performance?
Planvest Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6 Montgomery Village Avenue, Suite 320, Gaithersburg, MD 20879 |
| Phone | (301) 977-7123 |
| Fax | (301) 977-7124 |
| Office hours | 9-5 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$175.9M▲ 40%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,389 advisers
EmployeesTop 47%
More than 53% of 16,799 advisers
Assets under management
$175.9Mregulatory AUM
Discretionary $175.9M