Planned Asset Management

Planned Asset Management (CRD# 105986) is a financial advisory firm headquartered in Calabasas, CA. They manage $283,970,000 in 292 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    284
    MILLION
  • Total Number of Accounts
    292
    ACCOUNTS
  • Average Account Value
    $972,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA, NV, TX

Financial Advisors at Planned Asset Management
Showing 1 - 4 of 4 top financial advisors.
1
Stephen E. Benjamin
CRD#: 5446589
26135 Mureau Road, #201, Calabasas, CA 91302

Stephen Benjamin (CRD# 5446589) is an Investment Advisor Representative working at Planned Asset Management in Calabasas, CA and has over 16 years of experience in the finance industry.

2
Paul S. Okawa
CRD#: 2466447
26637 Agoura Road, Calabasas, CA 91302

Paul Okawa (CRD# 2466447) is an Investment Advisor Representative working at Planned Asset Management in Calabasas, CA and has over 29 years of experience in the finance industry.

3
Morrie W. Reiff
CRD#: 1317814
27001 Agoura Road, Suite 150, Calabasas, CA 91301

Morrie Reiff (CRD# 1317814) is an Investment Advisor Representative working at Planned Asset Management in Calabasas, CA and has over 32 years of experience in the finance industry.

4
Lawrence I. Schechter
CRD#: 4657087
27001 Agoura Road, #150, Calabasas, CA 91301

Lawrence Schechter (CRD# 4657087) is an Investment Advisor Representative working at Planned Asset Management in Calabasas, CA and has over 20 years of experience in the finance industry.

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