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PLAN FINANCIAL
9 E River Park Pl E, Suite 440
Fresno, California 93720-1530
Tel: 559-433-1110
About PLAN FINANCIAL
PLAN FINANCIAL, formally registered with the SEC as PLAN FINANCIAL. The firm was established in 03/08/2018. They have over 1 offices throughout the country.
PLAN FINANCIAL is a Fresno, California based Financial Planning firm with nearly $170,331,464 assets under management, offering retirement planning & investment advisory services to 768 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 44960 |
| SEC# | 801-112596 |
| Assets Managed by Firm | $170,331,464 |
| No. of Clients | 768 |
| 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
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 768 | $170,331,464 |
| Individuals (other than high net worth individuals) | 738 | $137,351,615 |
| Pension and profit sharing plans | 16 | $26,135,864 |
| Charitable organizations | 9 | $5,254,856 |
| Corporations or other businesses | 5 | $1,589,129 |
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|---|---|---|---|
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