Diversified Planning Concepts, Inc.

Diversified Planning Concepts, Inc. (CRD# 112229) is a financial advisory firm headquartered in Corte Madera, CA. They manage $44,345,891 in 36 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
145 Corte Madera Town Center, Suite 655, Corte Madera, CA 94925
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $1,231,830
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, HI

Financial Advisors at Diversified Planning Concepts, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Gary Hooker, financial advisor Corte Madera CA
Gary A. Hooker
CRD#: 1206873
Diversified Planning Concepts, Inc., 40 Madera Del Presidio, Corte Madera, CA 94925

Gary Hooker (CRD# 1206873) is an Investment Advisor Representative working at Diversified Planning Concepts, Inc. in Corte Madera, CA and has over 37 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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