Investment adviser · CRD 108355

THE PLANNERS NETWORK, INC.

Investment adviser filing (IA)

TEMECULA, CA, United States · Form ADV filed Sep 8, 2017

Regulatory AUM
$109M
Form ADV · Item 5.F
Client accounts
500
Accounts, not individual clients
Employees
11
Reported in this filing
Advisory professionals
4
Investment advisory functions

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: Sep 8, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

43418 BUSINESS PARK DR.
TEMECULA, CA, 92590, United States

CRD 108355

Filing source

Form ADV 1136865 · Sep 8, 2017 · 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.