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PLAN & ACT
PLAN & ACT is an SEC-registered investment adviser. The firm manages approximately $64 million in regulatory assets. It has 4 employees and 3 investment...
Overview
PLAN & ACT is an SEC-registered investment adviser. The firm manages approximately $64 million in regulatory assets. It has 4 employees and 3 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at PLAN & ACT?
The firm has not publicly identified its CIO or investment committee members. No named principals appear in public records or regulatory filings. This lack of disclosure limits external due diligence.
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