PLANNERS ALLIANCE, LLC

PLANNERS ALLIANCE, LLC of HOLLAND, MI is an SEC-registered investment adviser (CRD 290575). Regulatory assets under management: $286.6M.

Registration

• CRD: 290575
• SEC file number: 801-112051
• Type: Registered investment adviser
• Location: 148 S. RIVER AVE., STE. 301, HOLLAND, MI, 49423
• Phone: 866-530-1400
• Latest filing: 2020-07-10
• Regulatory AUM: $286.6M
• Discretionary AUM: $286.6M
• Clients: 20
• Accounts: 3,398

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 290575 on SEC IAPD (source of record)
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