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Planning Strategies Inc. Info

Planning Strategies Inc. info

Planning Strategies Inc. (SEC CIK 2139665) first filed with the SEC on 2026-07-27 (Form 13F-HR) and has filed 1 times since, including 1 Form 13F-HR quarterly holdings reports. It is organized in PA and registered at 147 N SHIPPEN ST, LANCASTER, PA, 17602.

  • Name: Value Planning Strategies Inc..
  • SEC CIK: Value 2139665.
  • State of organization: Value PA.
  • Business address: Value 147 N SHIPPEN ST, LANCASTER, PA, 17602.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NamePlanning Strategies Inc.
SEC CIK2139665
State of organizationPA
Business address147 N SHIPPEN ST, LANCASTER, PA, 17602
Mailing address147 N SHIPPEN ST, LANCASTER, PA, 17602
Phone7172077123
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2026-07-27 (Form 13F-HR)
Latest SEC filing2026-07-27 (Form 13F-HR)
Filings on EDGAR1
First Form 13F-HR2026-07-27 (quarter ended 2026-06-30)
Latest Form 13F-HR2026-07-27 (quarter ended 2026-06-30)
Form 13F-HR filings1

Filings by Form

FormFilingsLatest
13F-HR12026-07-27

Filings by Year

YearFilingsForm 13F-HR
202611

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