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Planmember Asset Management Corporation

● SEC registered since 2017CRD 289591SEC# 801-111678Carpinteria, CA
Export (members)
Reg. AUM
Employees
8
Accounts
Location
Carpinteria, CA

Planmember Asset Management Corporation assets under management

Planmember Asset Management Corporation is a registered investment adviser overseen by the SEC based in Carpinteria, CA. The firm has been registered since 2017. It employs 8 people.

Planmember Asset Management Corporation owners & executives

11 reported
NameTitleOwnershipSince
Byron Francis BowmanChief Legal Officer And SecretaryUnder 5%2017
Jon Michael Ziehl ControlPresidentUnder 5%2017
Planmember Financial Corporation ControlOwnerOver 75%2017
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Frequently asked questions

How many employees does Planmember Asset Management Corporation have?

Planmember Asset Management Corporation reports 8 employees.

Where is Planmember Asset Management Corporation located?

Planmember Asset Management Corporation is based in Carpinteria, CA and has been SEC-registered since 2017.

Does Planmember Asset Management Corporation disclose fund performance?

Planmember Asset Management Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6187 Carpinteria Avenue, Carpinteria, CA 93013
Phone805-684-1199
Fax805-684-3500
Office hours8 a.m. To 5 p.m. Pst
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyYes