CERTIFIED PLANNERS, INC.
CRD #105364 SEC #801-34450 SAN RAMON, CA 925-553-7200
SEC Registered
Total AUM
$173.5M
Discretionary
$173.5M
Employees
7
Clients
101
Accounts
551
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $173.5M | $173.5M | $0 | 7 | 3 |
| Mar 2025 | $173.5M | $173.5M | $0 | 7 | 3 |
| Nov 2024 | $161.2M | $161.2M | $0 | 7 | 0 |
| Sep 2024 | $161.2M | $161.2M | $0 | 7 | 0 |
| Jan 2024 | $161.2M | $161.2M | $0 | 7 | 0 |
| Jan 2023 | $149.1M | $149.1M | $0 | 8 | 0 |
| Jun 2022 | $185.5M | $185.5M | $0 | 7 | 2 |
| Jan 2022 | $185.5M | $185.5M | $0 | 7 | 2 |
| Nov 2021 | $169.8M | $169.8M | $0 | 7 | 2 |
| Oct 2021 | $169.8M | $169.8M | $0 | 7 | 2 |
| Feb 2021 | $169.8M | $169.8M | $0 | 7 | 2 |
| Nov 2020 | $158.1M | $157.8M | $332.5K | 6 | 0 |
| Oct 2020 | $158.1M | $157.8M | $332.5K | 6 | 0 |
| Jun 2020 | $158.1M | $157.8M | $332.5K | 6 | 0 |
| Mar 2020 | $158.1M | $157.8M | $332.5K | 6 | 0 |
| Mar 2019 | $141.9M | $141.6M | $283.5K | 4 | 0 |
| Feb 2018 | $147.8M | $147.5M | $286.7K | 4 | 0 |
| Mar 2017 | $137.6M | $136.7M | $849.3K | 4 | 200 |
| Jan 2016 | $136.8M | $136.5M | $243.2K | 5 | 300 |
| Feb 2015 | $146.6M | $146M | $648.4K | 5 | 300 |
| Oct 2014 | $160.4M | $159.7M | $739.5K | 6 | 400 |
| May 2014 | $160.4M | $159.7M | $739.5K | 6 | 400 |
| Mar 2014 | $160.4M | $159.7M | $739.5K | 6 | 400 |
| Aug 2013 | $159.3M | $157.3M | $2M | 3 | 400 |
| Feb 2013 | $159.3M | $157.3M | $2M | 3 | 400 |
| Dec 2012 | $151.7M | $149M | $2.8M | 3 | 400 |
| May 2012 | $151.7M | $149M | $2.8M | 1 | 400 |
| Feb 2012 | $151.7M | $149M | $2.8M | 1 | 400 |
| Nov 2011 | $161.5M | $157.3M | $4.2M | 1 | 251 |
| Mar 2011 | $161.5M | $157.3M | $4.2M | 5 | -- |
| Jun 2010 | $151.1M | $146.9M | $4.2M | 5 | -- |
| Mar 2009 | $114.4M | $98.3M | $16.2M | 5 | -- |
| Jan 2008 | $172.3M | $0 | $172.3M | 10 | -- |
| Nov 2007 | $157.1M | $0 | $157.1M | 10 | -- |
| Feb 2007 | $157.1M | $0 | $157.1M | 10 | -- |
| Feb 2006 | $131M | $0 | $131M | 5 | -- |
| Jun 2001 | $50.6M | $0 | $50.6M | 5 | -- |
DateJun 2025
Total AUM$173.5M
Discretionary$173.5M
Non-Disc.$0
Employees7
Clients3
DateMar 2025
Total AUM$173.5M
Discretionary$173.5M
Non-Disc.$0
Employees7
Clients3
DateNov 2024
Total AUM$161.2M
Discretionary$161.2M
Non-Disc.$0
Employees7
Clients0
DateSep 2024
Total AUM$161.2M
Discretionary$161.2M
Non-Disc.$0
Employees7
Clients0
DateJan 2024
Total AUM$161.2M
Discretionary$161.2M
Non-Disc.$0
Employees7
Clients0
DateJan 2023
Total AUM$149.1M
Discretionary$149.1M
Non-Disc.$0
Employees8
Clients0
DateJun 2022
Total AUM$185.5M
Discretionary$185.5M
Non-Disc.$0
Employees7
Clients2
DateJan 2022
Total AUM$185.5M
Discretionary$185.5M
Non-Disc.$0
Employees7
Clients2
DateNov 2021
Total AUM$169.8M
Discretionary$169.8M
Non-Disc.$0
Employees7
Clients2
DateOct 2021
Total AUM$169.8M
Discretionary$169.8M
Non-Disc.$0
Employees7
Clients2
DateFeb 2021
Total AUM$169.8M
Discretionary$169.8M
Non-Disc.$0
Employees7
Clients2
DateNov 2020
Total AUM$158.1M
Discretionary$157.8M
Non-Disc.$332.5K
Employees6
Clients0
DateOct 2020
Total AUM$158.1M
Discretionary$157.8M
Non-Disc.$332.5K
Employees6
Clients0
DateJun 2020
Total AUM$158.1M
Discretionary$157.8M
Non-Disc.$332.5K
Employees6
Clients0
DateMar 2020
Total AUM$158.1M
Discretionary$157.8M
Non-Disc.$332.5K
Employees6
Clients0
DateMar 2019
Total AUM$141.9M
Discretionary$141.6M
Non-Disc.$283.5K
Employees4
Clients0
DateFeb 2018
Total AUM$147.8M
Discretionary$147.5M
Non-Disc.$286.7K
Employees4
Clients0
DateMar 2017
Total AUM$137.6M
Discretionary$136.7M
Non-Disc.$849.3K
Employees4
Clients200
DateJan 2016
Total AUM$136.8M
Discretionary$136.5M
Non-Disc.$243.2K
Employees5
Clients300
DateFeb 2015
Total AUM$146.6M
Discretionary$146M
Non-Disc.$648.4K
Employees5
Clients300
DateOct 2014
Total AUM$160.4M
Discretionary$159.7M
Non-Disc.$739.5K
Employees6
Clients400
DateMay 2014
Total AUM$160.4M
Discretionary$159.7M
Non-Disc.$739.5K
Employees6
Clients400
DateMar 2014
Total AUM$160.4M
Discretionary$159.7M
Non-Disc.$739.5K
Employees6
Clients400
DateAug 2013
Total AUM$159.3M
Discretionary$157.3M
Non-Disc.$2M
Employees3
Clients400
DateFeb 2013
Total AUM$159.3M
Discretionary$157.3M
Non-Disc.$2M
Employees3
Clients400
DateDec 2012
Total AUM$151.7M
Discretionary$149M
Non-Disc.$2.8M
Employees3
Clients400
DateMay 2012
Total AUM$151.7M
Discretionary$149M
Non-Disc.$2.8M
Employees1
Clients400
DateFeb 2012
Total AUM$151.7M
Discretionary$149M
Non-Disc.$2.8M
Employees1
Clients400
DateNov 2011
Total AUM$161.5M
Discretionary$157.3M
Non-Disc.$4.2M
Employees1
Clients251
DateMar 2011
Total AUM$161.5M
Discretionary$157.3M
Non-Disc.$4.2M
Employees5
Clients--
DateJun 2010
Total AUM$151.1M
Discretionary$146.9M
Non-Disc.$4.2M
Employees5
Clients--
DateMar 2009
Total AUM$114.4M
Discretionary$98.3M
Non-Disc.$16.2M
Employees5
Clients--
DateJan 2008
Total AUM$172.3M
Discretionary$0
Non-Disc.$172.3M
Employees10
Clients--
DateNov 2007
Total AUM$157.1M
Discretionary$0
Non-Disc.$157.1M
Employees10
Clients--
DateFeb 2007
Total AUM$157.1M
Discretionary$0
Non-Disc.$157.1M
Employees10
Clients--
DateFeb 2006
Total AUM$131M
Discretionary$0
Non-Disc.$131M
Employees5
Clients--
DateJun 2001
Total AUM$50.6M
Discretionary$0
Non-Disc.$50.6M
Employees5
Clients--