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Planmember Financial Corporation

OwnerPlanmember Asset Management Corporation

About Planmember Financial Corporation

Planmember Financial Corporation is listed as Owner at Planmember Asset Management Corporation in Carpinteria, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Planmember Asset Management Corporation
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Planmember Financial Corporation work?

Planmember Financial Corporation is listed as Owner at Planmember Asset Management Corporation on SEC Form ADV.

How much of Planmember Asset Management Corporation does Planmember Financial Corporation own?

Form ADV reports a beneficial ownership band of Over 75%.

Planmember Asset Management Corporation

TitleOwner
OwnershipOver 75%
Control personYes
Since2017