THE PLANNER'S EDGE LLC of MERCER ISLAND, WA is an SEC-registered investment adviser (CRD 114616). Regulatory assets under management: $178.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Corporations.
| Name | Role | Location |
|---|---|---|
| Jeffrey David Ross | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Ryan Joseph Rourke | MANAGING MEMBER | — |
| ROSS LOREN DAVID | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; MEMBER AND CHIEF COMPLIANCE OFFICER | — |