Plan Strategies Inc is a pension cosultant based in Denver. It manages $205.86 million of regulatory assets for 115 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Colorado, Louisiana, Minnesota, and Texas.
Plan Strategies provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Plan Strategies Inc is $205.86 million. The firm's AUM has grown by 33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Plan Strategies Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Jerrod Allen Weiss is pension and profit sharing plans with 115 clients and $205.86 million of assets under management. Among the 10 most similar advisory firms, Plan Strategies has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $205.86 million for 115 clients. None of the firm’s clients are foreign persons or businesses.
Plan Strategies doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jerrod Allen Weiss has been acting as President since 1 Feb 2018. Matthew Anthony Annalora joined the executive team most recently as the Director.
The principal office where Plan Strategies Inc performs its advisory services is located at 1675 Broadway, Denver, CO 80202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 303-658-3500 or by fax 303-658-3136. The normal business hours are 7:30 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at planstrategies.com/.