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Planned Asset Management, LLC

CRD 105986SEC# 801-25709Calabasas, CA
Export (members)
No longer SEC-registered. Planned Asset Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$385.3M
Employees
6
Accounts
301
Location
Calabasas, CA

Planned Asset Management, LLC assets under management

Planned Asset Management, LLC operates as an SEC-registered investment adviser based in Calabasas, CA. It reports $385.3 million in regulatory assets under management and employs 6 people.
View on SEC.gov ↗

Planned Asset Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Joni L ReiffMember50-75%2016
Morrie Wolbrum Reiff ControlPresident50-75%1985
Paul Sueyuki OkawaVice PresidentUnder 5%2005
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Frequently asked questions

How much does Planned Asset Management, LLC manage?

Planned Asset Management, LLC reports $385.3 million in regulatory assets under management on its Form ADV.

How many employees does Planned Asset Management, LLC have?

Planned Asset Management, LLC reports 6 employees.

Where is Planned Asset Management, LLC located?

Planned Asset Management, LLC is based in Calabasas, CA.

Does Planned Asset Management, LLC disclose fund performance?

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

Contact & registration

Address27001 Agoura Road, Suite 150, Calabasas, CA 91301-5104
Office hours7:30 a.m. - 4:30 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$385.3M
Non-discretionary$0
Total (RAUM)$385.3M