PLANVISION, LLC

Adviser information for PLANVISION, LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	North Carolina, United States

Employees

Total Number of Employees	6
Investment Advisory/Research	3
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	3
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	No

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	1,645	$0
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	5003
No. of Non-U.S. Clients	52
No. of Financial Planning Clients	5000

Services

Advisory Services	Financial planningEducational seminars/workshopsWEBINARS; ONE-ONE-ONE EMPLOYEE GUIDANCE; BLOG POSTS
Compensation	Fixed fees

Identifiers

SEC RIA File Number	801-112729
SEC ERA File Number	801-112729
SEC CIK Numbers	None
SEC CRD Numbers	166311
Legal Entity Identifier	None

Principal Office

2316 GLADE MILL CT
FUQUAY-VARINA
NC
United States

Monday - Friday, BY APPOINTMENT

Tel: (612) 965-4286, Fax: None

Websites

www.planvisionmn.com www.planvisionclients.com

Chief Compliance Officer

MARK ALLEN ZORIL

FOUNDER

2316 GLADE MILL CT

FUQUAY-VARINA

United States

Tel: (612) 965-4286

M********@***************M

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners