PLANNING DIRECTIONS, INC.
SEC file number 801-62686
· GLEN MILLS, PA
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$422.8M
Discretionary AUM
$386M
Employees
7
Clients
35
Firm
- Address
- 239 BALTIMORE PIKE
GLEN MILLS, PA 19342-1127 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
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- Creative Planning Employee Investment, LLC Low name-match confidence · CIK 1850309 · KS
- Foursquare Integrated Transportation Planning, Inc. Low name-match confidence · CIK 2055485 · DC
- Habitec:Architecture & Planning Low name-match confidence · CIK 2062531 · CA
- Tru Fit Tax & Planning Inc. Low name-match confidence · CIK 2161883 · NJ
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Creative Planning Employee Investment, LLC · D · Jun 9, 2026$4.2M
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Creative Planning Employee Investment, LLC · D · Jun 3, 2026$5.2M
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Creative Planning Employee Investment, LLC · D · Mar 16, 2026$43.2M
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Creative Planning Employee Investment, LLC · D · Mar 12, 2026$2M
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Creative Planning Employee Investment, LLC · D · Dec 23, 2025$11.6M
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Creative Planning Employee Investment, LLC · D · Dec 16, 2025$5M
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Creative Planning Employee Investment, LLC · D · Dec 5, 2025$4.8M
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Creative Planning Employee Investment, LLC · D · Oct 7, 2025$12.4M
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AI Planning Logic Inc · D · Oct 7, 2025$272.7K
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Creative Planning Employee Investment, LLC · D · Sep 11, 2025$2.8M
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Creative Planning Employee Investment, LLC · D · Jul 3, 2025$1.9M
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Creative Planning Employee Investment, LLC · D · Apr 14, 2025$12.5M
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Habitec:Architecture & Planning · D · Mar 20, 2025$250K
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Creative Planning Employee Investment, LLC · D · Mar 14, 2025$35.6M
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Foursquare Integrated Transportation Planning, Inc. · D · Feb 10, 2025$500K
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Creative Planning Employee Investment, LLC · D · Jan 27, 2025$1.2M