Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

PLANNED SOLUTIONS FINANCIAL & INSURANCE SERVICES, INC.

dba PLANNED SOLUTIONS, INC. · CRD 105052 · Registered Investment Adviser

PLANNED SOLUTIONS FINANCIAL & INSURANCE SERVICES, INC. is a Registered Investment Adviser headquartered in FOLSOM, CA. The firm reports $670,996,783 in regulatory assets under management across 2,282 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$662,877,103
Non-discretionary$8,119,680
Total RAUM$670,996,783
Accounts2,282

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 105052. adviserinfo.sec.gov/firm/summary/105052.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.