THE PLANNED APPROACH, INC.
SEC file number 801-77739
· KANSAS CITY, MO
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
$226.5M
Discretionary AUM
$226.5M
Employees
5
Clients
2
Firm
- Address
- 420 W 98TH STREET, SUITE 1
KANSAS CITY, MO 64114 - 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)
- Later Than Planned Syndicate LLC Low name-match confidence · CIK 2073672 · CA
-
Later Than Planned Syndicate LLC · D · Jun 23, 2025$350K