Planmember Asset Management Corporation
● SEC registered since 2017CRD 289591SEC# 801-111678Carpinteria, CA
Reg. AUM
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Employees
8
Accounts
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Location
Carpinteria, CA
Planmember Asset Management Corporation assets under management
Planmember Asset Management Corporation is a registered investment adviser overseen by the SEC based in Carpinteria, CA. The firm has been registered since 2017. It employs 8 people.
Planmember Asset Management Corporation owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Byron Francis Bowman | Chief Legal Officer And Secretary | Under 5% | 2017 |
| Jon Michael Ziehl Control | President | Under 5% | 2017 |
| Planmember Financial Corporation Control | Owner | Over 75% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How many employees does Planmember Asset Management Corporation have?
Planmember Asset Management Corporation reports 8 employees.
Where is Planmember Asset Management Corporation located?
Planmember Asset Management Corporation is based in Carpinteria, CA and has been SEC-registered since 2017.
Does Planmember Asset Management Corporation disclose fund performance?
Planmember Asset Management Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6187 Carpinteria Avenue, Carpinteria, CA 93013 |
| Phone | 805-684-1199 |
| Fax | 805-684-3500 |
| Office hours | 8 a.m. To 5 p.m. Pst |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | Yes |
How this firm compares
EmployeesTop 47%
More than 53% of 16,825 advisers