The PLANMEMBER ASSET MANAGEMENT CORPORATION is a publicly held investment adviser that advises $10.12Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. PLANMEMBER ASSET MANAGEMENT CORPORATION is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 63.58% over the last 5-years.
The Group has been registered with the SEC for 35.12 years and is comprised of 1 filing and 0 relying advisers. They operate out of 26 office locations with their Headquarters at 6267 CARPINTERIA AVENUE, CARPINTERIA, CALIFORNIA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 429 employees comprised of 425 investment and 4 non-investment staff. The total number of Employees increased by 58.89% over the last 5-years.
Their $10.12Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 204 other accounts. Assets of Individuals clients own $7.71Bn or 76.16% of Total Assets and High Net Worth Individuals own $1.48Bn or 14.66% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
PLANMEMBER ASSET MANAGEMENT CORPORATION names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.