PLANMEMBER ADVISORS CORPORATION
CRD #106493 SEC #801-47434 CARPINTERIA, CA 805-684-1199
SEC Registered
Total AUM
$51.1M
Discretionary
$49.7M
Employees
1
Clients
0
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $51.1M | $49.7M | $1.5M | 1 | 1 |
| May 2011 | $57.3M | $0 | $57.3M | 5 | -- |
| Mar 2011 | $64.8M | $0 | $64.8M | 5 | -- |
| Mar 2009 | $50.2M | $0 | $50.2M | 5 | -- |
| Mar 2008 | $78.5M | $0 | $78.5M | 5 | -- |
| Mar 2007 | $86.3M | $5M | $81.3M | 5 | -- |
| Mar 2006 | $71.7M | $4.7M | $67.1M | 5 | -- |
| Jan 2005 | $87.6M | $3.6M | $84M | 5 | -- |
| Apr 2002 | $138M | $14M | $124M | 5 | -- |
DateMar 2012
Total AUM$51.1M
Discretionary$49.7M
Non-Disc.$1.5M
Employees1
Clients1
DateMay 2011
Total AUM$57.3M
Discretionary$0
Non-Disc.$57.3M
Employees5
Clients--
DateMar 2011
Total AUM$64.8M
Discretionary$0
Non-Disc.$64.8M
Employees5
Clients--
DateMar 2009
Total AUM$50.2M
Discretionary$0
Non-Disc.$50.2M
Employees5
Clients--
DateMar 2008
Total AUM$78.5M
Discretionary$0
Non-Disc.$78.5M
Employees5
Clients--
DateMar 2007
Total AUM$86.3M
Discretionary$5M
Non-Disc.$81.3M
Employees5
Clients--
DateMar 2006
Total AUM$71.7M
Discretionary$4.7M
Non-Disc.$67.1M
Employees5
Clients--
DateJan 2005
Total AUM$87.6M
Discretionary$3.6M
Non-Disc.$84M
Employees5
Clients--
DateApr 2002
Total AUM$138M
Discretionary$14M
Non-Disc.$124M
Employees5
Clients--