Planbound, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 327593
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Planbound, LLC is a limited liability company that provides financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. The firm is individually owned and offers multiple fee arrangements, including percentage-of-AUM fees, hourly billing, fixed fees, and commissions. Planbound reports being an active ESG investor and does not present itself as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Srdana Pokrajac
CEO & FounderCRD 7779893
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 157 E 86th St
- Time zone
- ET (UTC-5)
- Office locations
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