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PLANNED SOLUTIONS, INC.

Tel: 916-361-0100
1130 Iron Point Road #170
Folsom, California  95630-8310

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PLANNED SOLUTIONS, INC.

PLANNED SOLUTIONS, INC. is a Folsom, California based financial advisory firm with nearly $468,240,700 in assets under management and provides investment advisory services for 2021 clients. There are currently 10 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#:

105052

SEC#:

801-33162

No. of Clients:

2021

Assets under Management

$468,240,700

No. of Advisors:

10

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