Certified Planners, Inc.
● SEC registered since 1989CRD 105364SEC# 801-34450San Ramon, CA
Reg. AUM
$196.6M
Employees
2
Accounts
536
Location
San Ramon, CA
Certified Planners, Inc. assets under management
Certified Planners, Inc. is an SEC-registered investment adviser based in San Ramon, CA. The firm has been registered since 1989. It reports $196.6 million in regulatory assets under management and employs 2 people.
Certified Planners, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| 2010 Kangas Family Revocable Trust Control | Shareholder | 5-10% | 2010 |
| Angelica Karmene Kangas Control | Vp/Secretary | Under 5% | 2008 |
| Anna Mari Miller Control | President, Chief Compliance Officer | Under 5% | 1995 |
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Join to unlock · $37/moFrequently asked questions
How much does Certified Planners, Inc. manage?
Certified Planners, Inc. reports $196.6 million in regulatory assets under management on its Form ADV.
How many employees does Certified Planners, Inc. have?
Certified Planners, Inc. reports 2 employees.
Where is Certified Planners, Inc. located?
Certified Planners, Inc. is based in San Ramon, CA and has been SEC-registered since 1989.
Does Certified Planners, Inc. disclose fund performance?
Certified Planners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2333 San Ramon Valley Blvd. Ste 185, San Ramon, CA 94583 |
| Phone | 925-553-7200 |
| Fax | 925-553-7775 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$196.6M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$196.6Mregulatory AUM
Discretionary $196.6M