Planguide Financial
Planguide Financial is an SEC-registered ria in Southlake, TX with $277.2M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Planguide Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 329089, SEC 801-135492, data through 2026-06-16.
- AUM (assets under management / regulatory AUM)
- $277.2M (2026-06-16)
- Firm type
- Ria
- Location
- Southlake, TX
- Employees
- 1
- Clients
- 10
- CRD
- 329089
- Ownership
- GULATI, SUMIT
How much AUM does Planguide Financial have?
Planguide Financial reported $277.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-16).
Who owns Planguide Financial?
Disclosed owners and executives of Planguide Financial include GULATI, SUMIT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.