PURSUIT PLANNING AND INVESTMENTS, LLC

PURSUIT PLANNING AND INVESTMENTS, LLC is an SEC-registered investment adviser (CRD 297257). Regulatory assets under management: $1.8M.

Registration

• CRD: 297257
• Type: Registered investment adviser
• Phone: (971)-803-5948
• Latest filing: 2026-02-12
• Regulatory AUM: $1.8M
• Discretionary AUM: $1.8M
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

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 297257 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search