JUST PLANS, ETC
Total AUM
$55.8M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1399 YGNACIO VALLEY ROAD
SUITE 24
WALNUT CREEK
CA 94598
United States
SUITE 24
WALNUT CREEK
CA 94598
United States
Operating Hours
8:30AM - 4:00 PM
Monday - Friday
Monday - Friday
Phone
925-988-0330
Financials
Total AUM
$55.8M
Accounts
378Discretionary
$51.8M
Accounts
314Non-Discretionary
$3.9M
Accounts
64
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.