RIA Intelligence

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

No fee data available. Fee information is extracted from Part 2 brochures.