Planit Financial LLC

Overview

Planit Financial LLC is a small, privately held advisory firm that manages a concentrated book of institutional clients and lists pension consulting services among its advisory activities. The firm’s stated investment orientation favors equities, implemented primarily through exchange-traded instruments and separately managed accounts. Fee arrangements combine a percentage-of-AUM structure with fixed-fee components. Planit is not an active ESG investor and does not operate as a multi-state adviser. Given its size and client mix, the firm appears to run a focused, institutional-style equity program supplemented by access to third-party alternative managers for select private-market exposures. It does not position itself as a capital allocator; instead, it likely sources external managers for venture, private placement, and real estate commitments while keeping core public-market exposure liquid and ETF-centered.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices