PLANNED SOLUTIONS FINANCIAL & INSURANCE SERVICES, INC.
Legal name: PLANNED SOLUTIONS, INC.
CRD #105052 SEC #801-33162 FOLSOM, CA 916-361-0100
SEC Registered
Total AUM
$540M
Discretionary
$539.4M
Employees
10
Clients
101
Accounts
2,126
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $540M | $539.4M | $576.4K | 10 | 22 |
| Mar 2024 | $468.2M | $467.7M | $512.2K | 10 | 14 |
| Jul 2023 | $398.5M | $398M | $478.2K | 10 | 17 |
| Feb 2023 | $398.5M | $398M | $478.2K | 10 | 17 |
| Feb 2022 | $423M | $422.5M | $477.4K | 9 | 10 |
| Mar 2021 | $340.8M | $333.3M | $7.5M | 9 | 2 |
| Jul 2020 | $280M | $280M | $0 | 9 | 0 |
| Jun 2020 | $280M | $280M | $0 | 9 | 0 |
| Feb 2020 | $280M | $280M | $0 | 9 | 0 |
| Mar 2019 | $225.8M | $225.8M | $0 | 9 | 0 |
| May 2018 | $201.2M | $201.2M | $0 | 8 | 120 |
| Apr 2018 | $201.2M | $201.2M | $0 | 8 | 120 |
| Mar 2018 | $201.2M | $201.2M | $0 | 8 | 120 |
| Mar 2017 | $178.3M | $178.3M | $0 | 8 | 300 |
| Sep 2016 | $142.8M | $142.8M | $0 | 7 | 300 |
| Sep 2016 | $142.8M | $142.8M | $0 | 7 | 300 |
| Aug 2016 | $142.8M | $142.8M | $0 | 7 | 300 |
| Mar 2016 | $142.8M | $142.8M | $0 | 7 | 300 |
| May 2015 | $143.8M | $143.8M | $0 | 7 | 300 |
| Mar 2015 | $143.8M | $143.8M | $0 | 7 | 300 |
| Oct 2014 | $145.7M | $145.7M | $0 | 7 | 300 |
| Mar 2014 | $145.7M | $145.7M | $0 | 7 | 300 |
| Mar 2013 | $149.2M | $149.2M | $0 | 7 | 300 |
| Jul 2012 | $142.8M | $142.8M | $0 | 6 | 300 |
| May 2012 | $142.8M | $142.8M | $0 | 6 | 300 |
| Mar 2012 | $142.8M | $142.8M | $0 | 6 | 300 |
| Mar 2011 | $188.4M | $132.2M | $56.2M | 10 | -- |
| Mar 2007 | $169.4M | $120.4M | $49M | 5 | -- |
| Nov 2006 | $153.3M | $113.9M | $39.5M | 5 | -- |
| Feb 2006 | $153.3M | $113.9M | $39.5M | 5 | -- |
| Feb 2005 | $83.7M | $0 | $83.7M | 10 | -- |
| Jan 2005 | $118.5M | $74.4M | $44.1M | 10 | -- |
| Aug 2004 | $118.5M | $74.4M | $44.1M | 10 | -- |
| May 2004 | $81.8M | $0 | $81.8M | 10 | -- |
| Apr 2004 | $81.8M | $0 | $81.8M | 10 | -- |
| Apr 2002 | $81.8M | $0 | $81.8M | 10 | -- |
DateMar 2025
Total AUM$540M
Discretionary$539.4M
Non-Disc.$576.4K
Employees10
Clients22
DateMar 2024
Total AUM$468.2M
Discretionary$467.7M
Non-Disc.$512.2K
Employees10
Clients14
DateJul 2023
Total AUM$398.5M
Discretionary$398M
Non-Disc.$478.2K
Employees10
Clients17
DateFeb 2023
Total AUM$398.5M
Discretionary$398M
Non-Disc.$478.2K
Employees10
Clients17
DateFeb 2022
Total AUM$423M
Discretionary$422.5M
Non-Disc.$477.4K
Employees9
Clients10
DateMar 2021
Total AUM$340.8M
Discretionary$333.3M
Non-Disc.$7.5M
Employees9
Clients2
DateJul 2020
Total AUM$280M
Discretionary$280M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$280M
Discretionary$280M
Non-Disc.$0
Employees9
Clients0
DateFeb 2020
Total AUM$280M
Discretionary$280M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$225.8M
Discretionary$225.8M
Non-Disc.$0
Employees9
Clients0
DateMay 2018
Total AUM$201.2M
Discretionary$201.2M
Non-Disc.$0
Employees8
Clients120
DateApr 2018
Total AUM$201.2M
Discretionary$201.2M
Non-Disc.$0
Employees8
Clients120
DateMar 2018
Total AUM$201.2M
Discretionary$201.2M
Non-Disc.$0
Employees8
Clients120
DateMar 2017
Total AUM$178.3M
Discretionary$178.3M
Non-Disc.$0
Employees8
Clients300
DateSep 2016
Total AUM$142.8M
Discretionary$142.8M
Non-Disc.$0
Employees7
Clients300
DateSep 2016
Total AUM$142.8M
Discretionary$142.8M
Non-Disc.$0
Employees7
Clients300
DateAug 2016
Total AUM$142.8M
Discretionary$142.8M
Non-Disc.$0
Employees7
Clients300
DateMar 2016
Total AUM$142.8M
Discretionary$142.8M
Non-Disc.$0
Employees7
Clients300
DateMay 2015
Total AUM$143.8M
Discretionary$143.8M
Non-Disc.$0
Employees7
Clients300
DateMar 2015
Total AUM$143.8M
Discretionary$143.8M
Non-Disc.$0
Employees7
Clients300
DateOct 2014
Total AUM$145.7M
Discretionary$145.7M
Non-Disc.$0
Employees7
Clients300
DateMar 2014
Total AUM$145.7M
Discretionary$145.7M
Non-Disc.$0
Employees7
Clients300
DateMar 2013
Total AUM$149.2M
Discretionary$149.2M
Non-Disc.$0
Employees7
Clients300
DateJul 2012
Total AUM$142.8M
Discretionary$142.8M
Non-Disc.$0
Employees6
Clients300
DateMay 2012
Total AUM$142.8M
Discretionary$142.8M
Non-Disc.$0
Employees6
Clients300
DateMar 2012
Total AUM$142.8M
Discretionary$142.8M
Non-Disc.$0
Employees6
Clients300
DateMar 2011
Total AUM$188.4M
Discretionary$132.2M
Non-Disc.$56.2M
Employees10
Clients--
DateMar 2007
Total AUM$169.4M
Discretionary$120.4M
Non-Disc.$49M
Employees5
Clients--
DateNov 2006
Total AUM$153.3M
Discretionary$113.9M
Non-Disc.$39.5M
Employees5
Clients--
DateFeb 2006
Total AUM$153.3M
Discretionary$113.9M
Non-Disc.$39.5M
Employees5
Clients--
DateFeb 2005
Total AUM$83.7M
Discretionary$0
Non-Disc.$83.7M
Employees10
Clients--
DateJan 2005
Total AUM$118.5M
Discretionary$74.4M
Non-Disc.$44.1M
Employees10
Clients--
DateAug 2004
Total AUM$118.5M
Discretionary$74.4M
Non-Disc.$44.1M
Employees10
Clients--
DateMay 2004
Total AUM$81.8M
Discretionary$0
Non-Disc.$81.8M
Employees10
Clients--
DateApr 2004
Total AUM$81.8M
Discretionary$0
Non-Disc.$81.8M
Employees10
Clients--
DateApr 2002
Total AUM$81.8M
Discretionary$0
Non-Disc.$81.8M
Employees10
Clients--