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| Certified Planners Inc
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|
|
|---|---|
| CRD # | 105364 |
| SEC # | 801-34450 |
| CIK # | |
| AUM | $196.6 M (2026-01-14) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 925-553-7200 |
| Address | 2333 San Ramon Valley Blvd Ste 185 San Ramon, CA 94583 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 126 | 57.3 |
| (b) Individuals (high net worth individuals) | 60 | 138.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 536 | 196.6 |
| By Discretionary | ||
| Discretionary | 536 | 196.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 536 | 196.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 196.6 | |
| Total | 536 | 196.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Osprey Capital Management Corp
✚
|
FL | 0.2 |
|
Concordia Wealth Management LLC
✚
|
MA | 0.2 |
|
Continental Investors Services Inc
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|
WA | 0.2 |
|
The Bendix Financial Group Inc
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|
NY | 0.2 |
|
Kingdom Legacy Advisors Corporation
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|
0.2 | |
|
Avant Financial Advisors LLC
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|
TX | 0.2 |
|
Smith Partners Wealth Management LLC
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|
NC | 0.2 |
|
Bellingrath Wealth Management LLC
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|
LA | 0.2 |
|
Hummer Financial Advisory Services Inc
✚
|
0.2 | |
|
Frazier Financial Consultants LLC
✚
|
NC | 0.2 |