PLAN FINANCIAL
Tel: 559-433-1110 9 E River Park Pl E, Suite 440 Fresno, California 93720-1530
About 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
Firm CRD#:
44960
Firm SEC#:
801-112596
Assets Under Management:
$170,331,464
No. of Clients:
768
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
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