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PLAN FINANCIAL

Tel: 559-433-1110
9 E River Park Pl E, Suite 440
Fresno, California  93720-1530

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PLAN FINANCIAL

PLAN FINANCIAL is a Fresno, California based financial advisory firm with nearly $170,331,464 in assets under management and provides investment advisory services for 768 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 , Portfolio management for businesses or institutional clients , Selection for other advisors , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

44960

SEC#:

801-112596

No. of Clients:

768

Assets under Management

$170,331,464

No. of Advisors:

6

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