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Building 2PLANMEMBER ADVISORS CORPORATION

Map pinCARPINTERIA, CA
Phone805-684-1199
NotebookSEC #801-47434
Total AUM
$51.1M
Employees
3
Clients
0

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
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
805-684-1199

ReceiptFinancials

Total AUM
$51.1M
Accounts
3
Discretionary
$49.7M
Accounts
2
Non-Discretionary
$1.5M
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
PROVIDES INVESTMENT SUPERVISORY SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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