|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Planned Asset Management LLC
✚
|
|
|---|---|
| CRD # | 105986 |
| SEC # | 801-25709 |
| CIK # | |
| AUM | $385.3 M (2025-03-10) |
| Employees | 6 (50% Investors, 33% Brokers) |
| Phone | 818-708-6888 |
| Address | 27001 Agoura Road, Suite 150 Calabasas, CA 91301-5104 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 246 | 140.4 |
| (b) Individuals (high net worth individuals) | 29 | 190.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 26 | 54.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 301 | 385.3 |
| By Discretionary | ||
| Discretionary | 301 | 385.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 301 | 385.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 385.3 | |
| Total | 301 | 385.3 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Planned Asset Management LLC
✚
|
CA | 0.4 |
|
Quantitative Strategies Inc
✚
|
CA | 0.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Precision Wealth Strategies LLC
✚
|
MO | 0.4 |
|
PFW Advisors LLC
✚
|
GA | 0.4 |
|
Trellis Wealth Advisors LLC
✚
|
CA | 0.4 |
|
Curbstone Financial Management Corporation
✚
|
NH | 0.4 |
|
Roberts Wealth Advisors LLC
✚
|
CA | 0.4 |
|
Lakeside Advisors Inc
✚
|
WA | 0.4 |
|
Rooney Capital Management Inc
✚
|
0.4 | |
|
Cambridge Capital Management LLC
✚
|
IL | 0.4 |
|
The Martin Worley Group
✚
|
UT | 0.4 |
|
Old North State Wealth Management LLC
✚
|
NC | 0.4 |