Planit Financial LLC
RIASEC Registered
Total AUM
$25M
Discretionary
$25M
100% of AUM
Avg account
$1.5M
Accounts
17
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 293533
- Website
- www.planitfinancial.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Pension Consulting
Firm profile
FINTRXOverview
Planit Financial LLC is an institutional registered investment adviser organized as an LLC that serves an institutional client base. The firm offers advisory and pension consulting services and charges clients through AUM-based fees as well as fixed-fee arrangements. The adviser does not position itself as an ESG-focused allocator and is not flagged as a multi-state or related adviser in the provided record.
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 Equities100%
Contacts
1 of 1
Keith Mayfield
PresidentCRD 2517689
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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