# PRIVILEGED PLANNING INC.

PRIVILEGED PLANNING INC. of GREEN COVE SPRINGS, FL is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 327124
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/327124/brochure
- Similar advisers: https://search.stillhousedata.com/firm/327124/similar
- Related entities: https://search.stillhousedata.com/firm/327124/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/327124

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.