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Building 2CERTIFIED PLANNERS, INC.

Map pinSAN RAMON, CA
Phone925-553-7200
NotebookSEC #801-34450
Total AUM
$196.6M
Employees
2
Clients
188

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2333 SAN RAMON VALLEY BLVD. STE 185
SAN RAMON
CA 94583
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
925-553-7200

ReceiptFinancials

Total AUM
$196.6M
Accounts
536
Discretionary
$196.6M
Accounts
536
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
126
AUM
$57.3M
HNW Individual Clients
60
AUM
$138.8M
Corporation or Business Clients
2
AUM
$519.9K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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