Planning Directions Inc
Legal Name: PLANNING DIRECTIONS, INC.
239 BALTIMORE PIKE, GLEN MILLS, PA
610-361-0865
http://www.commoncentsplanning.com
Frequently Asked Questions (FAQ)
Full Contact Details
Planning Directions Inc
239 BALTIMORE PIKE, GLEN MILLS, PA
610-361-0865
610-361-0869
Other Info
Planning Directions Inc, legally known as PLANNING DIRECTIONS, INC., is a Pennsylvania-based corporation that employs 6 people, with 3 in advisory roles, and serves 29 clients. The SEC has approved its registration and last reported status on Jan 14, 2004.
Common Cents Planning | Home
asnv-12 Home About Us Meet Our Team Commonwealth Financial Network Disclosures Our Services Financial Planning Divorce Financial Planning Insurance & Risk Management Retirement Plan Fiduciary Services Wealth Management Insights In the Community Account Access Contact Us asnv-12 Home About Us Meet Ou…
Direct Owners
-
FREDERICK JOHN DUNBAR
PRESIDENT AND CHIEF COMPLIANCE OFFICER owns 75% or more
Firms Located Nearby
News
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Jul 15, 2019
- VANGUARD BD INDEX FD INC $23,711k
- VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD $8,038k
- ISHARES TR MIN VOL EAFE ETF $7,399k
- VANGUARD WORLD FD $4,353k
- VANGUARD GROUP $4,305k
- Apple Inc $3,647k
- SPDR S&P DIVIDEND $3,441k
- SCHWAB STRATEGIC TR US DIVIDEND EQ $3,278k
- VANGUARD SCOTTSDALE FDS $2,537k
- SELECT SECTOR SPDR TR SBI CONS STPLS $2,235k