Falists
← Back to search

COMMON CENTS PLANNING

PLANNING DIRECTIONS, INC.

CRD 120131 · SEC 801-62686

Visit website

239 BALTIMORE PIKE, GLEN MILLS, PA, 19342-1127, United States

Phone

610-361-0865

Fax

610-361-0869

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$542.4M

Discretionary AUM

$499.6M

Team

8 total employees; 4 advisory reps; 17 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-02-12

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals308$134.4M
High net worth individuals144$363.0M

States served

CO, DE, GA, LA, NJ, NY, NC, PA, SC, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD