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PLANNING DIRECTIONS, INC.

Tel: 610-361-0865
239 Baltimore Pike
Glen Mills, Pennsylvania  19342-1127

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PLANNING DIRECTIONS, INC.

PLANNING DIRECTIONS, INC. is a Glen Mills, Pennsylvania based financial advisory firm with nearly $422,810,723 in assets under management and provides investment advisory services for 1258 clients. There are currently 7 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

120131

SEC#:

801-62686

No. of Clients:

1258

Assets under Management

$422,810,723

No. of Advisors:

7

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