PLANNING STRATEGIES, INC. of LANCASTER, PA is an SEC-registered investment adviser (CRD 117105). Regulatory assets under management: $384.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Mitchell P Mark | CFO; CFO/COO | Santa Cruz, CA |
| Scott Glenn Smith | CCO | — |
| Gregory Cyril Staub | CIO | — |
| Matthew Cyril Staub | COO | — |
| Vanessa Marie Zook | HUMAN RESOURCE OFFICER | — |
| SMITH SCOTT GLENN | CCO; CCO/CIO | — |
| STAUB GREGORY CYRIL | CIO; COO | — |
| ZOOK VANESSA MARIE | CREATIVE DIRECTOR; HUMAN RESOURCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| CAMP HILL | PA | 5 | 717-207-7123 |
| HANOVER | PA | 5 | 717-633-9541 |
| HERSHEY | PA | 5 | 717-207-7123 |
| CAMP HILL | PA | 5 | 717-207-7123 |
| HANOVER | PA | 5 | 717-633-9541 |
| HERSHEY | PA | 5 | 717-207-7123 |