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Building 2PLANNED ASSET MANAGEMENT

Map pinCALABASAS, CA
Phone818-708-6888
NotebookSEC #801-25709
Total AUM
$385.3M
Employees
6
Clients
301

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
27001 AGOURA ROAD, SUITE 150
CALABASAS
CA 91301-5104
United States
Operating Hours
7:30 A.M. - 4:30 P.M.
Monday - Friday
Phone
818-708-6888

ReceiptFinancials

Total AUM
$385.3M
Accounts
301
Discretionary
$385.3M
Accounts
301
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
246
AUM
$140.4M
HNW Individual Clients
29
AUM
$190.1M
Pension/Profit Sharing Plan Clients
26
AUM
$54.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
ESTATE PLANNING, RETIREMENT PLANNING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALANVTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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