Planning Works Advisory, Inc., TX — Investment Adviser | BuildTrust

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PLANNING WORKS ADVISORY, INC.

Investment AdviceAUSTIN, TX

Assets Under Management

$178.5M

Total AUM

Donut chart: Discretionary 175.4M, Non-Discretionary 3.2M
Category	Value
Discretionary	175.4M
Non-Discretionary	3.2M

Adviser Information

Field	Value
CRD Number	317834
SEC Number	801-123012
Street Address	7719 WOOD HOLLOW DRIVE
Street Address 2	STE 216
Location	AUSTIN, TX 78731
Country	United States
Phone	512-498-7526
Fax	512-689-8519
Total Employees	3

Client Count by Type (122 Total)

Horizontal bar chart: High Net Worth Individual… 77, Individuals (other than H… 45
Category	Value
High Net Worth Individual…	77
Individuals (other than H…	45