27001 Agoura Road, Suite 150
Calabasas, California 91301-5104
Tel: 818-708-6888
PLANNED ASSET MANAGEMENT, formally registered with the SEC as PLANNED ASSET MANAGEMENT. The firm was established in 11/15/1985. They have over 1 offices throughout the country.
PLANNED ASSET MANAGEMENT is a Calabasas, California based Financial Planning firm with nearly $283,970,000 assets under management, offering retirement planning & investment advisory services to 292 clients. The firm is staffed with 7 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 105986 |
SEC# | 801-25709 |
Assets Managed by Firm | $283,970,000 |
No. of Clients | 292 |
No. of Advisors | 7 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 292 | $283,970,000 |
Individuals (other than high net worth individuals) | 237 | $172,618,500 |
High net worth individuals | 29 | $76,500,300 |
Pension and profit sharing plans | 26 | $34,851,200 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,936,601,179,276 | 18358 | 1331 | |
$2,406,691,634,676 | 481 | 754 | |
$2,248,547,388,863 | 2782 | 3177 | |
$782,620,910,160 | 242041 | 1007 | |
$322,933,193,102 | 762 | 295 |
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