Planful Finance LLC
Firm details
- Headquarters
- Lake Oswego, Oregon
- CRD number
- 322439
- Website
- www.planfulfinance.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75.14%
- Individuals24.86%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Planful Finance LLC is an independent, individually owned RIA organized as an LLC that focuses on serving individuals and families. Its advisory services center on financial planning and portfolio management for individuals and small businesses. The firm charges clients via a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements, and it identifies itself as an active ESG investor. Planful operates under state registrations in California, New York, Oregon and Washington.
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
Asset composition
- Public Funds/Mutual Funds98%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lake Oswego, OR
Clackamas
Location
Lake Oswego, OR
Headquartered in Lake Oswego, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Clackamas
- Address
- 525 3rd St
- Time zone
- PT (UTC-8)
- Office locations
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