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STANDARD PLANNING COMPANY

SINCLAIR, TOTTEN & DERINGER, INC.

CRD 129507 · SEC 801-68770

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$86.0M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2024-07-17

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals135$86.0M
High net worth individuals12—

All web addresses on file

Official SEC filing: View on IAPD