Planmember Securities Corporation

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Assets, Funds, Holdings

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Planmember Securities Corporation
CRD #11869
SEC #801-39177
CIK #
AUM $4.3 BB (99% Disc, 100% US)
Employees274 (49% Investors, 49% Brokers)
Phone805-684-1199
Address6187 Carpinteria Avenue
Carpinteria, CA 93013
Source IAPDexternal Websiteexternal
Total AUM ($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
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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