PLANIT FINANCIAL LLC

PLANIT FINANCIAL LLC is an SEC-registered investment adviser (CRD 293533). Regulatory assets under management: $25.0M.

Registration

• CRD: 293533
• Type: Registered investment adviser
• Phone: 206-660-2821
• Latest filing: 2026-03-31
• Regulatory AUM: $25.0M
• Discretionary AUM: $25.0M
• Clients: 1
• Accounts: 17

Business model

Compensation: % of AUM, Fixed.

Clients served: Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 293533 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search