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Planmember Securities Corporation
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CRD # | 11869 |
SEC # | 801-39177 |
CIK # | |
AUM | $8.3 BB (2024-03-29) |
Employees | 427 (100% Investors, 100% Brokers) |
Phone | 805-684-1199 |
Address | 6187 Carpinteria Avenue Carpinteria, CA 93013 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] |
Total AUM ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 67,413 | 6.7 |
(b) Individuals (high net worth individuals) | 392 | 0.7 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 80 | 0.9 |
(h) Charitable organizations | 80 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 69 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 69,347 | 8.3 |
By Discretionary | ||
Discretionary | 69,347 | 8.3 |
Non-Discretionary | 0 | 0.0 |
Total | 69,347 | 8.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 8.3 | |
Total | 69,347 | 8.3 |
Related Firms | State | AUM ($BB) |
---|---|---|
Planmember Securities Corporation
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|
CA | 8.3 |
Planmember Asset Management Corporation
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|
CA | 0.0 |
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---|---|---|
Vontobel Swiss Financial Advisers AG
✚
|
9.0 | |
Sentinel Pension Advisors Inc
✚
|
MA | 9.0 |
Forvis Mazars Wealth Advisors LLC
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|
MO | 8.9 |
GW & Wade LLC
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|
MA | 8.9 |
CBIZ Investment Advisory Services LLC
✚
|
OH | 8.9 |
Brookstone Capital Management LLC
✚
|
IL | 8.8 |
Sentry Management Inc
✚
|
TX | 8.5 |
CliftonLarsonAllen Wealth Advisors LLC
✚
|
MN | 8.0 |
Gregory J Schwartz & Co Inc
✚
|
MI | 7.7 |
Choate Investment Advisors LLC
✚
|
MA | 7.5 |