PORTFOLIO MANAGEMENT & PLANNING, INC.

PORTFOLIO MANAGEMENT & PLANNING, INC. is an SEC-registered investment adviser (CRD 117264). Regulatory assets under management: $95.0M.

Registration

• CRD: 117264
• Type: Registered investment adviser
• Phone: 703-276-3350
• Latest filing: 2026-03-03
• Regulatory AUM: $95.0M
• Discretionary AUM: $90.9M
• Non-discretionary AUM: $4.1M
• Clients: 2
• Accounts: 108

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 117264 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search