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Products & Services
About Plan Design
This profile covers Plan Design, a company reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice, based in King Of Prussia, Pennsylvania, United States, operating in Financial Services and employing 11-20 people.
Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Plan Design is one of 127,179 Financial companies listed in Pennsylvania.
Business Contact Information
- Phone
- +1 (610) 3890973
- Fax
- (610)971-1759
- Website
- theplanadvocate.com
- facebook.com/theplanadvocate
- Address
- 150 S Warner Rd, King Of Prussia, Pennsylvania, 19406, United States
Industry & Classification
- Industry
- Financial
- Sector
- Finance
- Segment
- Financial Services
NAICS Codes
- 52Finance and Insurance
- 5239Other Financial Investment Activities
- 523940Portfolio Management and Investment Advice
SIC Codes
- 62Security And Commodity Brokers, Dealers, Exchanges, And Services
- 628Services Allied With The Exchange Of Securities
- 6282Investment Advice
Company Details
- Employees
- 11 (11-20)
- Annual Revenue
- $2.7M ($1M-$5M)
Plan Design: frequently asked questions
What does Plan Design do?
This profile covers Plan Design, a company reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice, based in King Of Prussia, Pennsylvania, United States, operating in Financial Services and employing 11-20 people.
Where is Plan Design located?
Plan Design is headquartered at 150 S Warner Rd, King Of Prussia, Pennsylvania, 19406, United States.
How many employees does Plan Design have?
Plan Design has about 11 employees (the 11-20 range).
What is Plan Design's annual revenue?
Plan Design's annual revenue is estimated at $2.7M (the $1M-$5M range).
What industry is Plan Design in?
Plan Design is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).
How can I contact Plan Design?
Its website is theplanadvocate.com and its phone number is +1 (610) 3890973.
What companies are similar to Plan Design?
Other large financial companies in Pennsylvania include Independence Blue Cross, Highmark Health, Highmark Health and AmeriHealth Caritas.
Largest financial companies in Pennsylvania
Largest companies in Pennsylvania
Largest financial companies
Manufacturing sales in Pennsylvania, 2026
In Pennsylvania, Factur's 2026 study counted 44 manufacturing quotes worth $1.6M and 10 purchase orders over 12 months: 23% of quotes became orders, against 21% nationally. See the Pennsylvania data.
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