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).
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Total Assets Under Management284MILLION
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Total Number of Accounts292ACCOUNTS
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Average Account Value$972,500
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, LA, NV, TX
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.
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.
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.
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.