PLANNING DIRECTIONS, INC. of GLEN MILLS, PA is an SEC-registered investment adviser (CRD 120131). Regulatory assets under management: $542.4M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Matthew Scott Ellis | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| William Francis Muller | CHIEF EXECUTIVE OFFICER | — |
| DUNBAR FREDERICK JOHN | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| ELLIS MATTHEW SCOTT | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| MULLER WILLIAM FRANCIS | CHIEF EXECUTIVE OFFICER | — |