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Financial Advisor
California
Fresno
PLAN FINANCIAL

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

No. of Advisors:

6

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

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