Common Cents Planning
Common Cents Planning is an SEC-registered wealth manager in Glen Mills, PA with $542.4M assets under management (AUM, regulatory AUM), +28% over one year. See who owns Common Cents Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 120131, SEC 801-62686, data through 2026-02-12.
- AUM (assets under management / regulatory AUM)
- $542.4M (2026-02-12)
- Firm type
- Wealth Manager
- Location
- Glen Mills, PA
- Employees
- 8
- Clients
- 463
- CRD
- 120131
- Ownership
- DUNBAR, FREDERICK, JOHN; ELLIS, MATTHEW, SCOTT; MULLER, WILLIAM, FRANCIS
How much AUM does Common Cents Planning have?
Common Cents Planning reported $542.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-12).
Who owns Common Cents Planning?
Disclosed owners and executives of Common Cents Planning include DUNBAR, FREDERICK, JOHN, ELLIS, MATTHEW, SCOTT, MULLER, WILLIAM, FRANCIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.