Plan Confidence Corporation
Firm details
- Headquarters
- Sarasota, Florida
- CRD number
- 283781
- Registered since
- May 16, 2016
- Website
- www.give401kadvice.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Plan Confidence Corporation is an independent registered investment adviser that provides portfolio management services primarily for individuals and small businesses. The firm is SEC-registered and first registered in 2016. Ownership is held by an individual proprietor and the firm charges clients via a mix of percentage-of-AUM and fixed fees. According to its snapshot data, Plan Confidence Corporation does not position itself as an active ESG investor.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Kevin Clark
Co-FounderCRD 2973609
Mark Reddick
Web DeveloperCRD 6982134
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sarasota, FL
Sarasota
Location
Sarasota, FL
Headquartered in Sarasota, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- Sarasota
- Address
- 1900 Main St
- Time zone
- ET (UTC-5)
- Office locations
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