The Planning Center, Inc., IL — Investment Adviser | BuildTrust

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THE PLANNING CENTER, INC.

Investment AdviceMOLINE, IL

Assets Under Management

$1.2B

Total AUM

Donut chart: Discretionary 1.2B, Non-Discretionary 27.2M
Category	Value
Discretionary	1.2B
Non-Discretionary	27.2M

Adviser Information

Field	Value
CRD Number	118994
SEC Number	801-61051
Street Address	1615 5TH AVENUE
Location	MOLINE, IL 61265
Country	United States
Phone	309-797-4030
Fax	309-797-4026
Total Employees	26

Client Count by Type (923 Total)

Horizontal bar chart: Individuals (other than H… 584, High Net Worth Individual… 314, Pension/Profit Sharing Pl… 18, Corporations/Businesses 7
Category	Value
Individuals (other than H…	584
High Net Worth Individual…	314
Pension/Profit Sharing Pl…	18
Corporations/Businesses	7