PLANDYNAMIC, LLC

PLANDYNAMIC, LLC of FRAMINGHAM, MA is an SEC-registered investment adviser (CRD 291154). Regulatory assets under management: $28.9M.

Registration

• CRD: 291154
• Type: Registered investment adviser
• Location: 945 CONCORD STREET, FRAMINGHAM, MA, 01701
• Phone: (508) 834-7733
• Latest filing: 2026-03-04
• Regulatory AUM: $28.9M
• Discretionary AUM: $28.9M
• Clients: 1
• Accounts: 83

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, 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 291154 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search