| Name | Title | Ownership | Since |
|---|---|---|---|
| 2010 Kangas Family Revocable Trust Control | Shareholder | 5-10% | 2010 |
| Angelica Karmene Kangas Control | Vp/Secretary | Under 5% | 2008 |
| Anna Mari Miller Control | President, Chief Compliance Officer | Under 5% | 1995 |
Certified Planners, Inc. reports $173.5 million in regulatory assets under management on its Form ADV.
Certified Planners, Inc. reports 7 employees.
Certified Planners, Inc. is based in San Ramon, CA and has been SEC-registered since 1989.
Certified Planners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2333 San Ramon Valley Blvd. Ste 185, San Ramon, CA 94583 |
| Phone | 925-553-7200 |
| Fax | 925-553-7775 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $173.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $173.5M |