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Building 2THE PLANNERS NETWORK, INC.

Map pinTEMECULA, CA
Phone951-676-6288
NotebookSEC #801-60247
Total AUM
$109.4M
Employees
11
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
43418 BUSINESS PARK DR.
TEMECULA
CA 92590
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
951-676-6288

ReceiptFinancials

Total AUM
$109.4M
Accounts
500
Discretionary
$108.2M
Accounts
493
Non-Discretionary
$1.2M
Accounts
7

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARCACOFLMIORWA

HandshakeAffiliates

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

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