Plan Design

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

150 S Warner Rd Ste 300, King Of Prussia...

Phone Number

(610) 389-0973

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Plan Design

Plan Design is a company that operates in the Investment Banking industry. It employs 10to19 people and has 1Mto5M of revenue. The company is headquartered in King Of Prussia, Pennsylvania.Explore more
Plan Design's Social MediaPopular SearchesPlan Designtheplanadvocate.comThe Plan Advocate SIC Code 62,628NAICS Code 52,523Show more

Plan Design Org Chart

PhoneEmail
JL
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Plan Design

<$5M
11-50
Private
-
-
JL
Joseph LappsTeam Leader
$5.5M
11-50
Private
<$5M
1972
SE
Susan EldridgePresident and CCO
<$5M
11-50
Private
-
2019
JN
Jane NowakSenior Financial Advisor
<$5M
1-10
Private
-
2017
<$5M
1-10
Private
-
-
EF
Eric FletcherDirector, Client Services
<$5M
1-10
Private
-
2011
RS
Robert SorgeFounder & Chief Financial Officer, Personal, MBA, Crpc, Aif, Cdfa, Cpfa
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Plan Design is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Plan Design is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Plan Design.

Plan Design Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Plan Design

What is Plan Design's official website?
Plan Design's official website is www.theplanadvocate.com
What is Plan Design's Revenue?
Plan Design's revenue is <$5 Million
What is Plan Design's SIC code?
Plan Design's SIC: 62,628
What is Plan Design's NAICS code?
Plan Design's NAICS: 52,523
How many employees does Plan Design have?
Plan Design has 11-50 employees
What industry does Plan Design belong to?
Plan Design is in the industry of: Finance, Securities Trading
What is Plan Design competition?
Plan Design top competitors include: Fusco Riley Reismeier Financial Group, Masters Consulting Group, Eldridge Investment Advisors, Southbridge Advisors
What technology does Plan Design use?
Some of the popular technologies that Plan Design uses are: Cloudflare Website Optimization, Cloudflare CDN, Proofpoint, Google Tag Manager
How do I contact Plan Design?
Plan Design contact info: Phone number: (610) 389-0973 Website: www.theplanadvocate.com
What does Plan Design do?

Plan Design is a company that operates in the Investment Banking industry. It employs 10to19 people and has 1Mto5M of revenue. The company is headquartered in King Of Prussia, Pennsylvania.... Read More

What are Plan Design social media links?
Plan Design Linkedin page Plan Design Twitter page Plan Design Facebook page
Is Plan Design a public company?
Plan Design is private company therefore does not currently have an official ticker symbol
See more information about Plan Design

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