PLANNED ASSET MANAGEMENT, LLC
Legal name: PLANNED ASSET MANAGEMENT
CRD #105986 SEC #801-25709 CALABASAS, CA 818-708-6888
SEC Registered
Total AUM
$385.3M
Discretionary
$385.3M
Employees
6
Clients
0
Accounts
301
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $385.3M | $385.3M | $0 | 6 | 0 |
| Mar 2024 | $320.3M | $320.3M | $0 | 6 | 0 |
| Oct 2023 | $284M | $284M | $0 | 7 | 0 |
| Mar 2023 | $284M | $284M | $0 | 7 | 0 |
| Oct 2022 | $333.2M | $316.1M | $17.1M | 7 | 0 |
| Mar 2022 | $333.2M | $316.1M | $17.1M | 7 | 0 |
| Apr 2021 | $262M | $262M | $0 | 7 | 0 |
| Mar 2021 | $262M | $262M | $0 | 7 | 0 |
| Jun 2020 | $239.7M | $239.7M | $0 | 7 | 0 |
| Feb 2020 | $239.7M | $239.7M | $0 | 7 | 0 |
| Mar 2019 | $176.1M | $176.1M | $0 | 7 | 0 |
| Mar 2018 | $173.8M | $173.8M | $0 | 8 | 174 |
| Mar 2017 | $145.5M | $145.5M | $0 | 8 | 100 |
| Mar 2016 | $138.5M | $138.5M | $0 | 8 | 100 |
| Feb 2015 | $125M | $125M | $0 | 5 | 100 |
| Feb 2014 | $126M | $126M | $0 | 4 | 100 |
| Feb 2013 | $107.7M | $107.7M | $0 | 6 | 100 |
| Feb 2013 | $107.7M | $107.7M | $0 | 6 | 100 |
| Apr 2012 | $101.3M | $101.3M | $0 | 1 | 158 |
| Mar 2011 | $41.8M | $41.8M | $0 | 5 | -- |
| Jun 2010 | $51.1M | $51.1M | $0 | 5 | -- |
| Apr 2010 | $51.1M | $51.1M | $0 | 5 | -- |
| Jan 2010 | $51.1M | $51.1M | $0 | 5 | -- |
| Jan 2007 | $71.3M | $71.3M | $0 | 5 | -- |
| Feb 2006 | $69.8M | $69.8M | $0 | 5 | -- |
| Sep 2005 | $67.5M | $67.5M | $0 | 5 | -- |
| May 2004 | $61.6M | $61.6M | $0 | 5 | -- |
| May 2004 | $61.6M | $61.6M | $0 | 5 | -- |
| Mar 2004 | $61.6M | $61.6M | $0 | 5 | -- |
DateMar 2025
Total AUM$385.3M
Discretionary$385.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$320.3M
Discretionary$320.3M
Non-Disc.$0
Employees6
Clients0
DateOct 2023
Total AUM$284M
Discretionary$284M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$284M
Discretionary$284M
Non-Disc.$0
Employees7
Clients0
DateOct 2022
Total AUM$333.2M
Discretionary$316.1M
Non-Disc.$17.1M
Employees7
Clients0
DateMar 2022
Total AUM$333.2M
Discretionary$316.1M
Non-Disc.$17.1M
Employees7
Clients0
DateApr 2021
Total AUM$262M
Discretionary$262M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$262M
Discretionary$262M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$239.7M
Discretionary$239.7M
Non-Disc.$0
Employees7
Clients0
DateFeb 2020
Total AUM$239.7M
Discretionary$239.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$176.1M
Discretionary$176.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$173.8M
Discretionary$173.8M
Non-Disc.$0
Employees8
Clients174
DateMar 2017
Total AUM$145.5M
Discretionary$145.5M
Non-Disc.$0
Employees8
Clients100
DateMar 2016
Total AUM$138.5M
Discretionary$138.5M
Non-Disc.$0
Employees8
Clients100
DateFeb 2015
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees5
Clients100
DateFeb 2014
Total AUM$126M
Discretionary$126M
Non-Disc.$0
Employees4
Clients100
DateFeb 2013
Total AUM$107.7M
Discretionary$107.7M
Non-Disc.$0
Employees6
Clients100
DateFeb 2013
Total AUM$107.7M
Discretionary$107.7M
Non-Disc.$0
Employees6
Clients100
DateApr 2012
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees1
Clients158
DateMar 2011
Total AUM$41.8M
Discretionary$41.8M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$51.1M
Discretionary$51.1M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$51.1M
Discretionary$51.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$51.1M
Discretionary$51.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$71.3M
Discretionary$71.3M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$69.8M
Discretionary$69.8M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$67.5M
Discretionary$67.5M
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$61.6M
Discretionary$61.6M
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$61.6M
Discretionary$61.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$61.6M
Discretionary$61.6M
Non-Disc.$0
Employees5
Clients--