Overview
Assets Under Management: $181 million
Headquarters: FRESNO, CA
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Total Client Accounts: 744
Discretionary Accounts: 743
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 44960
Filing ID: 1964469
Last Filing Date: 2025-03-21 15:43:00
Website: https://planfinancial.com