Investment adviser · CRD 109340

LA JOLLA INSTITUTE FOR WEALTH MANAGEMENT

Investment adviser filing (IA)

PROFESSIONAL PLANNING COUNSEL, INC.

LA JOLLA, CA, United States · Form ADV filed Feb 21, 2012

Regulatory AUM
$35M
Form ADV · Item 5.F
Client accounts
140
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: Feb 21, 2012. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

7946 IVANHOE AVENUE,, SUITE 214
LA JOLLA, CA, 92037, United States

CRD 109340

Filing source

Form ADV 614759 · Feb 21, 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.