# THE SUM

> FINRA firm 297658 · ACTIVE · THE WOODLANDS, TX

## Key facts

- **FINRA firm ID:** 297658
- **Firm name:** THE SUM
- **Other names:** THE PLANNING PROJECT LLC, THE SUM
- **Investment Adviser scope:** ACTIVE
- **SEC IA file number:** 801-122376
- **Branches:** 1
- **Has disclosure events:** No
- **Headquarters:** THE WOODLANDS, TX, 77381, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/297658

## Citation

> FINRA BrokerCheck, firm 297658 (THE SUM). Retrieved via AI Analytics 2026-07-09 from https://api.ai-analytics.org/broker/297658.

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