Planmember Securities Corporation

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Assets, Funds, Holdings

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Planmember Securities Corporation
CRD #11869
SEC #801-39177
CIK #
AUM $8.3 BB (2024-03-29)
Employees 427 (100% Investors, 100% Brokers)
Phone805-684-1199
Address6187 Carpinteria Avenue
Carpinteria, CA 93013
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($BB)
10.08.06.04.02.00.02001200920172025
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
CA 8.3
Planmember Asset Management Corporation
CA 0.0
Comparable Firms State AUM ($BB)
Vontobel Swiss Financial Advisers AG
9.0
Sentinel Pension Advisors Inc
MA 9.0
Forvis Mazars Wealth Advisors LLC
MO 8.9
GW & Wade LLC
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
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