PLANVEST FINANCIAL, INC.
SEC Form ADV profile.
Total regulatory AUM
$175,860,431
Discretionary
$175,860,431
Non-discretionary
$0
Firm details
- CRD number
- 290306
- SEC file number
- 801-131058
- Main office
- GAITHERSBURG, MD, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.