THE PLANNING PROJECT LLC
Doing business as THE SUM. SEC Form ADV profile.
Total regulatory AUM
$551,358,564
Discretionary
$551,358,564
Non-discretionary
$0
Firm details
- CRD number
- 297658
- SEC file number
- 801-122376
- Main office
- THE WOODLANDS, TX, United States
- Employees
- 12
- SEC status
- Approved
- Fee structure
-
Hourly Fixed fees
As of October 2026.