The PLANNERS ALLIANCE is a privately held investment adviser that advises $5.1Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. PLANNERS ALLIANCE is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 249.8% over the last 5-years.
The Group has been registered with the SEC for 15.14 years and is comprised of 2 filing and 0 relying advisers. They operate out of 22 office locations with their Headquarters at 348 S WAVERLY RD SUITE 100, HOLLAND, MICHIGAN. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 75 employees comprised of 70 investment and 5 non-investment staff. The total number of Employees increased by 53.06% over the last 5-years.
Their $5.1Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 5,032 other accounts. Assets of Other Investment Advisers clients own $1.96Bn or 38.37% of Total Assets and Individuals own $1.83Bn or 36% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are Other Investment Advisers and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
PLANNERS ALLIANCE names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.