# PLAN & ACT

PLAN & ACT is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/planandact

## Regulatory record

- **CRD number:** 148453
- **SEC file number:** 801-69786
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148453

## About

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.

## 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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Last updated: 2026-07-06T01:24:23.363Z

Canonical page: https://altss.com/profile/plan-and-act

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