# Portfolio Management & Planning

Portfolio Management & Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 117264
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/117264

## About

PORTFOLIO MANAGEMENT & PLANNING, INC. is a state-registered investment adviser. The firm manages $95 million in assets, $91 million on a discretionary basis. It has 2 employees and 2 investment advisers.

## Questions

### Who runs Portfolio Management & Planning?

No named principals are publicly identified for Portfolio Management & Planning. The firm maintains no website, LinkedIn profile, or regulatory filing that lists a CEO, CIO, or managing director. This level of opacity is unusual but not unprecedented for family offices that prefer to operate behind a different legal entity or brand for investment activities.

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Last updated: 2026-07-06T01:24:23.473Z

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