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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Nevada
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 10, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| OKAWA, PAUL, SUEYUKI | I | VICE PRESIDENT | NA | |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| OKAWA, PAUL, SUEYUKI | I | VICE PRESIDENT | NA | |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| OKAWA, PAUL, SUEYUKI | I | VICE PRESIDENT | NA | |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| OKAWA, PAUL, SUEYUKI | I | VICE PRESIDENT | NA | |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| OKAWA, PAUL, SUEYUKI | I | VICE PRESIDENT | NA | |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| OKAWA, PAUL, SUEYUKI | I | VICE PRESIDENT | NA | |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| OKAWA, PAUL, SUEYUKI | I | VICE PRESIDENT | NA | |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| OKAWA, PAUL, SUEYUKI | I | VICE PRESIDENT | NA | |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| OKAWA, PAUL, SUEYUKI | I | VICE PRESIDENT | NA | |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| OKAWA, PAUL, SUEYUKI | I | VICE PRESIDENT | NA | |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| OKAWA, PAUL, SUEYUKI | I | VICE PRESIDENT | NA | |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| OKAWA, PAUL, SUEYUKI | I | VICE PRESIDENT | NA | |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| OKAWA, PAUL, SUEYUKI | I | VICE PRESIDENT | NA | |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| OKAWA, PAUL, SUEYUKI | I | VICE PRESIDENT | NA | |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| OKAWA, PAUL, SUEYUKI | I | VICE PRESIDENT | NA | |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| OKAWA, PAUL, SUEYUKI | I | VICE PRESIDENT | NA | |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| OKAWA, PAUL, SUEYUKI | I | VICE PRESIDENT | NA | |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| OKAWA, PAUL, SUEYUKI | I | VICE PRESIDENT | NA | |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| OKAWA, PAUL, SUEYUKI | I | VICE PRESIDENT | NA | |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| OKAWA, PAUL, SUEYUKI | I | VICE PRESIDENT | NA | |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| OKAWA, PAUL, SUEYUKI | I | VICE PRESIDENT | NA | |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| OKAWA, PAUL, SUEYUKI | I | VICE PRESIDENT | NA | |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| OKAWA, PAUL, SUEYUKI | I | VICE PRESIDENT | NA | |
| OKAWA, PAUL, SUEYUKI | I | CHIEF COMPLIANCE OFFICER | NA | |
| OKAWA, PAUL, SUEYUKI | I | VICE PRESIDENT | NA | |
| REIFF, MORRIE, WOLBRUM | I | PRESIDENT | E | Control |
| REIFF, MORRIE, WOLBRUM | I | PRESIDENT | E | Control |
| REIFF, MORRIE, WOLBRUM | I | PRESIDENT | E | Control |
| REIFF, MORRIE, WOLBRUM | I | PRESIDENT | E | Control |
| REIFF, MORRIE, WOLBRUM | I | PRESIDENT | E | Control |
| REIFF, MORRIE, WOLBRUM | I | PRESIDENT | E | Control |
| REIFF, MORRIE, WOLBRUM | I | PRESIDENT | E | Control |
| REIFF, MORRIE, WOLBRUM | I | PRESIDENT | E | Control |
| REIFF, MORRIE, WOLBRUM | I | PRESIDENT | E | Control |
| REIFF, MORRIE, WOLBRUM | I | PRESIDENT | E | Control |
| REIFF, MORRIE, WOLBRUM | I | PRESIDENT | E | Control |
| REIFF, MORRIE, WOLBRUM | I | PRESIDENT | E | Control |
| REIFF, MORRIE, WOLBRUM | I | PRESIDENT | E | Control |
| REIFF, MORRIE, WOLBRUM | I | PRESIDENT | E | Control |
| REIFF, MORRIE, WOLBRUM | I | PRESIDENT | E | Control |
| REIFF, MORRIE, WOLBRUM | I | PRESIDENT | E | Control |
| REIFF, MORRIE, WOLBRUM | I | PRESIDENT | E | Control |
| REIFF, MORRIE, WOLBRUM | I | PRESIDENT | E | Control |
| REIFF, MORRIE, WOLBRUM | I | PRESIDENT | E | Control |
| REIFF, JONI, L | I | MEMBER | D | |
| REIFF, JONI, L | I | MEMBER | D | |
| REIFF, JONI, L | I | MEMBER | D | |
| REIFF, JONI, L | I | MEMBER | D | |
| REIFF, JONI, L | I | MEMBER | D | |
| REIFF, JONI, L | I | MEMBER | D | |
| REIFF, JONI, L | I | MEMBER | D | |
| REIFF, JONI, L | I | MEMBER | D | |
| REIFF, JONI, L | I | MEMBER | D | |
| REIFF, JONI, L | I | MEMBER | D | |
| REIFF, JONI, L | I | MEMBER | D | |
| REIFF, MORRIE, WOLBRUM | I | PRESIDENT | D | Control |
| REIFF, MORRIE, WOLBRUM | I | PRESIDENT | D | Control |
| REIFF, MORRIE, WOLBRUM | I | PRESIDENT | D | Control |
| REIFF, MORRIE, WOLBRUM | I | PRESIDENT | D | Control |
| REIFF, MORRIE, WOLBRUM | I | PRESIDENT | D | Control |
| REIFF, MORRIE, WOLBRUM | I | PRESIDENT | D | Control |
| REIFF, MORRIE, WOLBRUM | I | PRESIDENT | D | Control |
| REIFF, MORRIE, WOLBRUM | I | PRESIDENT | D | Control |
| REIFF, MORRIE, WOLBRUM | I | PRESIDENT | D | Control |
| REIFF, MORRIE, WOLBRUM | I | PRESIDENT | D | Control |
| REIFF, MORRIE, WOLBRUM | I | PRESIDENT | D | Control |
| REIFF, MORRIE, WOLBRUM | I | PRESIDENT | D | Control |
| Reiff, Joni, L | I | MEMBER | D | |
| Reiff, Joni, L | I | MEMBER | D |
Registrations
Federal
IA
Mar 10, 2025 REGISTERED
Notice Filings (4)
CA LA NV TX
Address
27001 AGOURA ROAD, SUITE 150CALABASAS, CA 91301-5104
United States
Phone: 818-708-6888