PLANFUL FINANCE LLC

PLANFUL FINANCE LLC of LAKE OSWEGO, OR is an SEC-registered investment adviser (CRD 322439). Regulatory assets under management: $53.7M.

Registration

• CRD: 322439
• Type: Registered investment adviser
• Location: 525 3RD STREET, LAKE OSWEGO, OR, 97034
• Phone: 503-395-5005
• Latest filing: 2026-02-05
• Regulatory AUM: $53.7M
• Discretionary AUM: $53.7M
• Clients: 2
• Accounts: 60

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 322439 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search