Updated:Jun 3, 2026

The Planning Associates

The Planning Associates is a registered investment advisor with undisclosed AUM, leadership, and strategy. Limited public information available.

The Planning Associates

The Planning Associates, Inc. is an SEC-registered investment adviser in Phoenix, AZ. It manages approximately $32 million in regulatory assets. The firm has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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What is The Planning Associates?

The Planning Associates is a ria tracked on Altss.

What is The Planning Associates's assets under management?

The Planning Associates reports approximately Undisclosed in assets under management, as tracked by Altss.

What does Altss track for The Planning Associates?

Altss maintains an OSINT-verified profile of The Planning Associates covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What type of firm is The Planning Associates?

The Planning Associates is classified by Altss as a RIA.

How does Altss source intelligence on The Planning Associates?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was The Planning Associates's Altss profile last updated?

The Planning Associates's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.