|
Planmember Securities Corporation
✚
|
|
|---|---|
| CRD # | 11869 |
| SEC # | 801-39177 |
| CIK # | |
| AUM | $4.3 BB (99% Disc, 100% US) |
| Employees | 274 (49% Investors, 49% Brokers) |
| Phone | 805-684-1199 |
| Address | 6187 Carpinteria Avenue Carpinteria, CA 93013 |
| Source |
IAPD
Website
|
| Total AUM ($BB) |
|---|
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Planmember Securities Corporation
✚
|
CA | 4.3 |
|
Planmember Asset Management Corporation
✚
|
CA | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
EP Wealth Advisors LLC
✚
|
CA | 4.4 |
|
Dowling & Yahnke LLC
✚
|
CA | 4.4 |
|
Clearstead Advisors LLC
✚
|
OH | 4.3 |
|
Marquette Associates Inc
✚
|
IL | 4.3 |
|
LM Capital Group LLC
✚
|
CA | 4.2 |
|
Hoisington Investment Management Co
✚
|
TX | 4.2 |
|
Bridges Investment Management Inc
✚
|
NE | 4.2 |
|
DF Dent and Company Inc
✚
|
MD | 4.2 |
|
Lehman Brothers Inc
✚
|
NY | 4.2 |
|
Allworth Financial LP
✚
|
CA | 4.2 |