PETTI VINCENT JAMES
Legal name: PLANNED FUTURES FINANCIAL GROUP
CRD #107029 SEC #801-40165 COLORADO SPRINGS, CO 719-578-8855
SEC Registered
Total AUM
$42.1M
Discretionary
$35.6M
Employees
5
Clients
51
Accounts
253
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2009 | $23.3M | $20.1M | $3.2M | 5 | -- |
| Mar 2009 | $23.3M | $20.1M | $3.2M | 5 | -- |
| Nov 2007 | $42.1M | $35.6M | $6.5M | 5 | -- |
| Feb 2007 | $42.1M | $35.6M | $6.5M | 5 | -- |
| Feb 2006 | $47.7M | $39M | $8.7M | 5 | -- |
DateApr 2009
Total AUM$23.3M
Discretionary$20.1M
Non-Disc.$3.2M
Employees5
Clients--
DateMar 2009
Total AUM$23.3M
Discretionary$20.1M
Non-Disc.$3.2M
Employees5
Clients--
DateNov 2007
Total AUM$42.1M
Discretionary$35.6M
Non-Disc.$6.5M
Employees5
Clients--
DateFeb 2007
Total AUM$42.1M
Discretionary$35.6M
Non-Disc.$6.5M
Employees5
Clients--
DateFeb 2006
Total AUM$47.7M
Discretionary$39M
Non-Disc.$8.7M
Employees5
Clients--