PLANNING STRATEGIES, INC.
Doing business as PSI CAPITAL MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$384,836,994
Discretionary
$382,719,829
Non-discretionary
$2,117,165
Firm details
- CRD number
- 117105
- SEC file number
- 801-112684
- Main office
- LANCASTER, PA, United States
- Employees
- 11
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.