Planned Solutions Financial & Insurance Services, Inc.
● SEC registered since 1988CRD 105052SEC# 801-33162Folsom, CA
Reg. AUM
$671M
Employees
11
Accounts
2,282
Location
Folsom, CA
Planned Solutions Financial & Insurance Services, Inc. assets under management
Planned Solutions Financial & Insurance Services, Inc. is an SEC-registered investment adviser based in Folsom, CA. The firm has been registered since 1988. It reports $671 million in regulatory assets under management and employs 11 people.
Planned Solutions Financial & Insurance Services, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Catherine Louise Dunnam Control | Chief Compliance Officer | Under 5% | 2014 |
| Chase W Armer Control | President | 50-75% | 2013 |
| Daryl William Wong Control | Financial Planner | 10-25% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Planned Solutions Financial & Insurance Services, Inc. manage?
Planned Solutions Financial & Insurance Services, Inc. reports $671 million in regulatory assets under management on its Form ADV.
How many employees does Planned Solutions Financial & Insurance Services, Inc. have?
Planned Solutions Financial & Insurance Services, Inc. reports 11 employees.
Where is Planned Solutions Financial & Insurance Services, Inc. located?
Planned Solutions Financial & Insurance Services, Inc. is based in Folsom, CA and has been SEC-registered since 1988.
Does Planned Solutions Financial & Insurance Services, Inc. disclose fund performance?
Planned Solutions Financial & Insurance Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1130 Iron Point Road #170, Folsom, CA 95630-8310 |
| Phone | 916-361-0100 |
| Fax | 916-361-0191 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1831332 |
| Discloses disciplinary history | No |
Regulatory AUM
$671M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$671Mregulatory AUM
Discretionary $662.9MNon-discretionary $8.1M