Investment adviser · CRD 110288

JUST PLANS, ETC

Investment adviser filing (IA)

JUST PLANS ETC A CALIFORNIA CORPORATION

WALNUT CREEK, CA, United States · Form ADV filed Jan 5, 2012

Regulatory AUM
$55.8M
Form ADV · Item 5.F
Client accounts
378
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jan 5, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1399 YGNACIO VALLEY ROAD, SUITE 24
WALNUT CREEK, CA, 94598, United States

CRD 110288

Filing source

Form ADV 600062 · Jan 5, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.