Ais Planning
Ais Planning is an SEC-registered wealth manager in St. Cloud, MN with $591.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Ais Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 148821, SEC 801-132984, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $591.0M (2026-03-23)
- Firm type
- Wealth Manager
- Location
- St. Cloud, MN
- Employees
- 13
- Clients
- 561
- CRD
- 148821
- Ownership
- JUILFS, CATHY, LYNNE; Goebel, Nathan; Noble, Sarah, Ann; HALLONQUIST, JASON, CAMERON
How much AUM does Ais Planning have?
Ais Planning reported $591.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Ais Planning?
Disclosed owners and executives of Ais Planning include JUILFS, CATHY, LYNNE, Goebel, Nathan, Noble, Sarah, Ann, HALLONQUIST, JASON, CAMERON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.