RIA Intel›Advisers›California›PROFESSIONAL PLANNING COUNSEL, INC.

PROFESSIONAL PLANNING COUNSEL, INC.

Advisory

N·LA JOLLA, CA

Data as of Feb 21, 2012 · Source: SEC Form ADV

Total AUM
$35M
1-Year AUM Growth
-22.2%
3-Year CAGR
+1.8%
Employees
0
Assets Under Management
Total AUM$35M
Discretionary AUM$0
Non-Discretionary AUM$35M
Discretionary %0%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record18
First FilingMar 6, 2001
Latest FilingFeb 21, 2012
🔒 Full AUM trend chart and 18 historical filings spanning 11+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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