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CERTIFIED PLANNERS, INC.
Investment Advice|SAN RAMON, CA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$173.5M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 173.5M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 105364 |
| SEC Number | 801-34450 |
| Street Address | 2333 SAN RAMON VALLEY BLVD. STE 185 |
| Location | SAN RAMON, CA 94583 |
| Country | United States |
| Phone | 925-553-7200 |
| Fax | 925-553-7775 |
| Total Employees | 7 |
Client Count by Type (195 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 138 |
| High Net Worth Individual… | 55 |
| Corporations/Businesses | 2 |
County data not available for this organization.