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PLANNED ASSET MANAGEMENT
27001 Agoura Road, Suite 150
Calabasas, California 91301-5104
Tel: 818-708-6888
About PLANNED ASSET MANAGEMENT
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 $320,337,000 assets under management, offering retirement planning & investment advisory services to 279 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105986 |
| SEC# | 801-25709 |
| Assets Managed by Firm | $320,337,000 |
| No. of Clients | 279 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (ESTATE PLANNING, RETIREMENT PLANNING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 279 | $320,337,000 |
| Individuals (other than high net worth individuals) | 232 | $157,672,500 |
| High net worth individuals | 30 | $141,207,100 |
| Pension and profit sharing plans | 17 | $21,457,400 |
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