THE PLANNING CENTER, INC.
SEC Form ADV profile.
Total regulatory AUM
$1,371,859,808
Discretionary
$1,347,331,521
Non-discretionary
$24,528,287
Firm details
- CRD number
- 118994
- SEC file number
- 801-61051
- Main office
- MOLINE, IL, United States
- Employees
- 28
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.