PLANBOUND, LLC

PLANBOUND, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 327593).

Registration

• CRD: 327593
• Type: Registered investment adviser
• Location: 157 EAST 86TH STREET, NEW YORK, NY, 10028
• Phone: 415-368-1430
• Latest filing: 2026-07-20
• Clients: 1

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 327593 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search