Frequently Asked Questions (FAQ) About
Planning Directions Inc
- Where is Planning Directions Inc Located
-
239 BALTIMORE PIKE, GLEN MILLS, PA
- Planning Directions Inc: Is the firm operating under a legal name?
-
The firm is using the following primary business name: Planning Directions Inc, while the legal name is: PLANNING DIRECTIONS, INC.
- Planning Directions Inc: How many employees does the firm employ?
-
Planning Directions Inc has 6 employees, of which 3 are employees in advisory roles
- Planning Directions Inc: How many clients does the firm serve?
-
It serves 29 clients.
- Planning Directions Inc: What are the top holdings of this firm?
-
VANGUARD BD INDEX FD INC VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD ISHARES TR MIN VOL EAFE ETF VANGUARD WORLD FD VANGUARD GROUP Apple Inc SPDR S&P DIVIDEND SCHWAB STRATEGIC TR US DIVIDEND EQ VANGUARD SCOTTSDALE FDS SELECT SECTOR SPDR TR SBI CONS STPLS
- Planning Directions Inc: What other investment firms are located in the vicinity?
-
Independence Advisors LLC Mighty Oak Strong America Investment Company Girard Pension Services LLC Twin Capital Management Inc Clark Capital Management Group Inc Bluestone Wealth Advisors Inc Stanley-Laman Group Ltd Argosy Capital Group Inc Emerald Direct Lending Advisers LLC MILL Creek Capital Advisors LLC