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Building 2PLANMEMBER ASSET MANAGEMENT CORPORATION

Map pinCARPINTERIA, CA
Phone805-684-1199
NotebookSEC #801-111678
Total AUM
$0
Employees
8
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6187 CARPINTERIA AVENUE
CARPINTERIA
CA 93013
United States
Operating Hours
8 A.M. TO 5 P.M. PST
Monday - Friday
Phone
805-684-1199

ReceiptFinancials

Total AUM
$0
Accounts
0
Discretionary
$0
Accounts
0
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
1
AUM
$0
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
CO

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 9 other businesses.

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