Planmember Securities Corporation
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|
|
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CRD # | 11869 |
SEC # | 801-39177 |
CIK # | |
AUM | $4.3 BB (99% Disc, 100% US) |
Employees | 274 (49% Investors, 49% Brokers) |
Phone | 805-684-1199 |
Address | 6187 Carpinteria Avenue Carpinteria, CA 93013 |
Source |
IAPD![]() ![]() |
Total AUM ($BB) |
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Related Firms | State | AUM ($BB) |
---|---|---|
Planmember Securities Corporation
✚
|
CA | 4.3 |
Planmember Asset Management Corporation
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|
CA | 0.0 |
Comparable Firms | State | AUM ($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 |