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PLANNED ASSET MANAGEMENT

Tel: 818-708-6888
27001 Agoura Road, Suite 150
Calabasas, California  91301-5104

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PLANNED ASSET MANAGEMENT

PLANNED ASSET MANAGEMENT is a Calabasas, California based financial advisory firm with nearly $320,337,000 in assets under management and provides investment advisory services for 279 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Other (ESTATE PLANNING, RETIREMENT PLANNING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

105986

SEC#:

801-25709

No. of Clients:

279

Assets under Management

$320,337,000

No. of Advisors:

6

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