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| Certified Planners Inc
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|
|---|---|
| CRD # | 105364 |
| SEC # | 801-34450 |
| CIK # | |
| AUM | $149.1 MM (2023-01-20) |
| Employees | 8 (25% Investors, 0% Brokers) |
| Phone | 925-553-7200 |
| Address | 2333 San Ramon Valley Blvd Ste 185 San Ramon, CA 94583 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 178 | 73.5 |
| (b) Individuals (high net worth individuals) | 38 | 75.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 605 | 149.1 |
| By Discretionary | ||
| Discretionary | 605 | 149.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 605 | 149.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 149.1 | |
| Total | 605 | 149.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Pacific Value LLC
✚
|
ID | 0.1 |
|
Sander Capital Advisors Inc
✚
|
WA | 0.1 |
|
ECON Financial Services Corporation
✚
|
PA | 0.1 |
|
Credentialed Wealth Advisors LLC
✚
|
CO | 0.1 |
|
Bowers Wealth Management Inc
✚
|
NV | 0.1 |
|
Ouellette Wealth Advisory LLC
✚
|
MA | 0.1 |
|
Custom Portfolio Group LLC
✚
|
CO | 0.1 |
|
Helmsman Financial Group LLC
✚
|
WA | 0.1 |
|
Clark Wealth Partners LLC
✚
|
IL | 0.1 |
|
Alpha Advisors LLC
✚
|
VA | 0.1 |