PLANNED ASSET MANAGEMENT - Financial Advisor in California, Calabasas

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

About 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

Firm CRD#:

105986

Firm SEC#:

801-25709

Assets Under Management:

$320,337,000

No. of Clients:

279

No. of Advisors:

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

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in California?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in California, Calabasas

FirmCRD#:155812

SEC#:801-72193

No. of Advisors:10

No. of Clients:2420

AUM:$3,501,183,718

FirmCRD#:141250

SEC#:801-67025

No. of Advisors:55

No. of Clients:3523

AUM:$2,645,038,579

FirmCRD#:112226

SEC#:801-55793

No. of Advisors:23

No. of Clients:12

AUM:$1,791,963,000

FirmCRD#:308457

SEC#:801-118681

No. of Advisors:4

No. of Clients:1422

AUM:$473,557,825

FirmCRD#:289437

SEC#:801-111072

No. of Advisors:4

No. of Clients:1077

AUM:$403,302,552

FirmCRD#:318371

SEC#:801-123628

No. of Advisors:3

No. of Clients:255

AUM:$318,643,483

FirmCRD#:153594

SEC#:801-71344

No. of Advisors:3

No. of Clients:517

AUM:$220,604,779

FirmCRD#:282852

SEC#:801-121211

No. of Advisors:4

No. of Clients:780

AUM:$193,324,292

FirmCRD#:117908

SEC#:801-60783

No. of Advisors:2

No. of Clients:205

AUM:$172,075,000

FirmCRD#:332416

SEC#:801-131436

No. of Advisors:6

No. of Clients:1

AUM:$112,362,328

FirmCRD#:330334

SEC#:801-129912

No. of Advisors:2

No. of Clients:Not Disclosed

AUM:$0

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

LINDBROOK CAPITAL, LLC

155812

801-72193

2420

$3,501,183,718

MORTON WEALTH

141250

801-67025

3523

$2,645,038,579

HEARTHSTONE INC., A CALIFORNIA CORPORATION

112226

801-55793

$1,791,963,000

TRIAGEN WEALTH MANAGEMENT LLC

308457

801-118681

1422

$473,557,825

PRIVATE WEALTH SOLUTIONS, LLC

289437

801-111072

1077

$403,302,552

ATALA FINANCIAL INC

318371

801-123628

255

$318,643,483

KRANE FINANCIAL SOLUTIONS

153594

801-71344

517

$220,604,779

ARES FINANCIAL CONSULTING LLC

282852

801-121211

780

$193,324,292

QUANTITATIVE STRATEGIES, INC.

117908

801-60783

205

$172,075,000

M83 INVESTMENT GROUP, LLC

332416

801-131436

$112,362,328

PACIFIC COAST FIDUCIARY LLC

330334

801-129912

Not Disclosed

Explore More Financial Advisor Firms in Calabasas, California >>