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CERTIFIED PLANNERS, INC.
Tel: 925-553-7200
2333 San Ramon Valley Blvd. Ste 185 San Ramon, California 94583
CERTIFIED PLANNERS, INC.
CERTIFIED PLANNERS, INC. is a San Ramon, California based financial advisory firm with nearly $161,234,202 in assets under management and provides investment advisory services for 601 clients. There are currently 7 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Hourly charges
Firm CRD#:
105364
SEC#:
801-34450
No. of Clients:
601
Assets under Management
$161,234,202
No. of Advisors:
7
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