PLANNED SECURITY ADVISORS LLC

PLANNED SECURITY ADVISORS LLC of COTTONWOOD HEIGHTS, UT is an SEC-registered investment adviser (CRD 330345). Regulatory assets under management: $3.2M.

Registration

• CRD: 330345
• Type: Registered investment adviser
• Location: 2825 COTTONWOOD PARKWAY, COTTONWOOD HEIGHTS, UT, 84121
• Phone: 801-783-1900
• Latest filing: 2026-02-23
• Regulatory AUM: $3.2M
• Discretionary AUM: $3.2M
• Clients: 1
• Accounts: 16

Business model

Compensation: % of AUM, 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 330345 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search