PRIVILEGED PLANNING INC.

PRIVILEGED PLANNING INC. of GREEN COVE SPRINGS, FL is an SEC-registered investment adviser (CRD 327124). Regulatory assets under management: $39.7M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 327124
• Type: Registered investment adviser
• Location: 715 SPRING ST, GREEN COVE SPRINGS, FL, 32043
• Phone: 904-217-5481
• Latest filing: 2026-06-05
• Regulatory AUM: $39.7M
• Discretionary AUM: $37.7M
• Non-discretionary AUM: $2.0M
• Clients: 5
• Accounts: 358

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 327124 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search