# INVESTMENTS BY PLANNERS, INC.

INVESTMENTS BY PLANNERS, INC. of BOCA RATON, FL is an SEC-registered investment adviser.

## Registration

- CRD: 19836
- Type: SEC-registered investment adviser
- SEC file number: 801-54838
- Location: 2500 N. MILITARY TRAIL, SUITE 285, BOCA RATON, FL, 33431
- Phone: 561-998-0909
- Latest filing: 2012-06-15
- Regulatory AUM: $58.4M
- Discretionary AUM: $56.7M
- Non-discretionary AUM: $1.7M
- Clients: 6
- Accounts: 403

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| SAGINOR GARY DEAN | PRESIDENT/PRINCIPAL | — |
| SAGINOR CLIFFORD NEIL | SECRETARY/TREASURER; SECRETARY/TREASURER,  CCO; SECRETARY/TREASURER, CHIEF COMPLIANCE OFFICER | — |
| SAGINOR LEON SHAEL | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/19836/brochure
- Similar advisers: https://search.stillhousedata.com/firm/19836/similar
- Related entities: https://search.stillhousedata.com/firm/19836/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/19836

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.