UNDER PAR PLANNING LLC

UNDER PAR PLANNING LLC is an SEC-registered investment adviser (CRD 306930). Regulatory assets under management: $33.0M.

Registration

• CRD: 306930
• Type: Registered investment adviser
• Phone: 716-575-2500
• Latest filing: 2026-04-28
• Regulatory AUM: $33.0M
• Discretionary AUM: $33.0M
• Clients: 2
• Accounts: 193

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306930 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search