PERSONAL BENEFITS PLANNING LLC
Firm details
- Headquarters
- PHOENIX, Arizona
- CRD number
- 172531
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Personal Benefits Planning LLC operates as an independent registered investment advisor, focusing primarily on individual and family clients. The firm is structured as a limited liability company and is owned by an individual. It offers a range of services, including financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm does not actively engage in ESG investing and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- Private Funds30%
- Other8%
- Non-Investment Grade Corp Bonds5%
- Cash & Cash Equivalents3%
Contacts
1 of 1JOHN KROEGER
Investment Adviser RepresentativeCRD 2399809
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PHOENIX, AZ
MARICOPA
Location
PHOENIX, AZ
Headquartered in PHOENIX, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 2701 E Thomas Rd
- Time zone
- MT (UTC-7)
- Office locations
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