Investment Adviser
The Sum - Investment Advisers
Legal name: The Planning Project LLC
Investment Adviser headquartered in The Woodlands, Texas · Invest
About The Sum
The Sum is an investment adviser headquartered in The Woodlands, Texas. It reports regulatory assets under management of $551.36M. SEC-registered investment advisers that manage portfolios and provide financial advice.
Key Facts
- Assets Under Management
- $551.36M
- Employees
- 12
- SEC File Number
- 801-122376
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