THE PLANNERS NETWORK, INC.
CRD #108355 SEC #801-60247 TEMECULA, CA 951-676-6288
SEC Registered
Total AUM
$109.4M
Discretionary
$108.2M
Employees
11
Clients
251
Accounts
500
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2017 | $109.4M | $108.2M | $1.2M | 11 | 500 |
| Aug 2017 | $120.6M | $98.9M | $21.7M | 11 | 600 |
| Mar 2017 | $120.6M | $98.9M | $21.7M | 10 | 600 |
| Jan 2017 | $120.6M | $98.9M | $21.7M | 10 | 600 |
| Oct 2016 | $120.6M | $98.9M | $21.7M | 10 | 600 |
| Sep 2016 | $120.6M | $98.9M | $21.7M | 10 | 600 |
| Jun 2016 | $233.5M | $191.9M | $41.7M | 15 | 500 |
| May 2016 | $233.5M | $191.9M | $41.7M | 15 | 500 |
| Apr 2016 | $233.5M | $191.9M | $41.7M | 15 | 500 |
| Aug 2015 | $233.5M | $191.9M | $41.7M | 15 | 500 |
| Apr 2015 | $150.7M | $111M | $39.7M | 15 | 500 |
| Apr 2015 | $150.7M | $111M | $39.7M | 15 | 500 |
| Dec 2014 | $150.7M | $111M | $39.7M | 15 | 500 |
| Aug 2014 | $150.7M | $111M | $39.7M | 15 | 500 |
| Mar 2014 | $234M | $183.5M | $50.5M | 14 | 700 |
| Feb 2014 | $234M | $183.5M | $50.5M | 14 | 700 |
| Feb 2014 | $234M | $183.5M | $50.5M | 14 | 700 |
| Feb 2014 | $234M | $183.5M | $50.5M | 14 | 700 |
| Dec 2013 | $234M | $183.5M | $50.5M | 14 | 700 |
| Nov 2013 | $234M | $183.5M | $50.5M | 14 | 700 |
| Sep 2013 | $234M | $183.5M | $50.5M | 14 | 700 |
| Jun 2013 | $181.7M | $143M | $38.7M | 14 | 700 |
| Jun 2013 | $181.7M | $143M | $38.7M | 14 | 700 |
| May 2013 | $181.7M | $143M | $38.7M | 14 | 700 |
| Sep 2012 | $181.7M | $143M | $38.7M | 11 | 700 |
| Feb 2012 | $184M | $146.1M | $37.9M | 11 | 700 |
| Mar 2011 | $165.6M | $111.1M | $54.5M | -- | -- |
| Mar 2011 | $165.6M | $111.1M | $54.5M | -- | -- |
| Sep 2010 | $165.6M | $111.1M | $54.5M | -- | -- |
| Sep 2009 | $275.1M | $110.1M | $165M | -- | -- |
| Mar 2009 | $333.3M | $329.1M | $4.3M | -- | -- |
| Mar 2009 | $333.3M | $329.1M | $4.3M | -- | -- |
| Sep 2008 | $333.3M | $329.1M | $4.3M | -- | -- |
| Sep 2007 | $283M | $283M | $0 | -- | -- |
| Jan 2007 | $223.8M | $223.8M | $0 | -- | -- |
| Sep 2005 | $242M | $0 | $242M | 51 | -- |
| Jul 2004 | $83M | $0 | $83M | 51 | -- |
| Jun 2004 | $83M | $0 | $83M | 51 | -- |
| Apr 2004 | $83M | $0 | $83M | 51 | -- |
| Apr 2002 | $41.6M | $0 | $41.6M | 51 | -- |
| Mar 2002 | $41.6M | $0 | $41.6M | 51 | -- |
| Sep 2001 | $41.6M | $0 | $41.6M | 51 | -- |
| Jun 2001 | $0 | $0 | $0 | -- | -- |
DateSep 2017
Total AUM$109.4M
Discretionary$108.2M
Non-Disc.$1.2M
Employees11
Clients500
DateAug 2017
Total AUM$120.6M
Discretionary$98.9M
Non-Disc.$21.7M
Employees11
Clients600
DateMar 2017
Total AUM$120.6M
Discretionary$98.9M
Non-Disc.$21.7M
Employees10
Clients600
DateJan 2017
Total AUM$120.6M
Discretionary$98.9M
Non-Disc.$21.7M
Employees10
Clients600
DateOct 2016
Total AUM$120.6M
Discretionary$98.9M
Non-Disc.$21.7M
Employees10
Clients600
DateSep 2016
Total AUM$120.6M
Discretionary$98.9M
Non-Disc.$21.7M
Employees10
Clients600
DateJun 2016
Total AUM$233.5M
Discretionary$191.9M
Non-Disc.$41.7M
Employees15
Clients500
DateMay 2016
Total AUM$233.5M
Discretionary$191.9M
Non-Disc.$41.7M
Employees15
Clients500
DateApr 2016
Total AUM$233.5M
Discretionary$191.9M
Non-Disc.$41.7M
Employees15
Clients500
DateAug 2015
Total AUM$233.5M
Discretionary$191.9M
Non-Disc.$41.7M
Employees15
Clients500
DateApr 2015
Total AUM$150.7M
Discretionary$111M
Non-Disc.$39.7M
Employees15
Clients500
DateApr 2015
Total AUM$150.7M
Discretionary$111M
Non-Disc.$39.7M
Employees15
Clients500
DateDec 2014
Total AUM$150.7M
Discretionary$111M
Non-Disc.$39.7M
Employees15
Clients500
DateAug 2014
Total AUM$150.7M
Discretionary$111M
Non-Disc.$39.7M
Employees15
Clients500
DateMar 2014
Total AUM$234M
Discretionary$183.5M
Non-Disc.$50.5M
Employees14
Clients700
DateFeb 2014
Total AUM$234M
Discretionary$183.5M
Non-Disc.$50.5M
Employees14
Clients700
DateFeb 2014
Total AUM$234M
Discretionary$183.5M
Non-Disc.$50.5M
Employees14
Clients700
DateFeb 2014
Total AUM$234M
Discretionary$183.5M
Non-Disc.$50.5M
Employees14
Clients700
DateDec 2013
Total AUM$234M
Discretionary$183.5M
Non-Disc.$50.5M
Employees14
Clients700
DateNov 2013
Total AUM$234M
Discretionary$183.5M
Non-Disc.$50.5M
Employees14
Clients700
DateSep 2013
Total AUM$234M
Discretionary$183.5M
Non-Disc.$50.5M
Employees14
Clients700
DateJun 2013
Total AUM$181.7M
Discretionary$143M
Non-Disc.$38.7M
Employees14
Clients700
DateJun 2013
Total AUM$181.7M
Discretionary$143M
Non-Disc.$38.7M
Employees14
Clients700
DateMay 2013
Total AUM$181.7M
Discretionary$143M
Non-Disc.$38.7M
Employees14
Clients700
DateSep 2012
Total AUM$181.7M
Discretionary$143M
Non-Disc.$38.7M
Employees11
Clients700
DateFeb 2012
Total AUM$184M
Discretionary$146.1M
Non-Disc.$37.9M
Employees11
Clients700
DateMar 2011
Total AUM$165.6M
Discretionary$111.1M
Non-Disc.$54.5M
Employees--
Clients--
DateMar 2011
Total AUM$165.6M
Discretionary$111.1M
Non-Disc.$54.5M
Employees--
Clients--
DateSep 2010
Total AUM$165.6M
Discretionary$111.1M
Non-Disc.$54.5M
Employees--
Clients--
DateSep 2009
Total AUM$275.1M
Discretionary$110.1M
Non-Disc.$165M
Employees--
Clients--
DateMar 2009
Total AUM$333.3M
Discretionary$329.1M
Non-Disc.$4.3M
Employees--
Clients--
DateMar 2009
Total AUM$333.3M
Discretionary$329.1M
Non-Disc.$4.3M
Employees--
Clients--
DateSep 2008
Total AUM$333.3M
Discretionary$329.1M
Non-Disc.$4.3M
Employees--
Clients--
DateSep 2007
Total AUM$283M
Discretionary$283M
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$223.8M
Discretionary$223.8M
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$242M
Discretionary$0
Non-Disc.$242M
Employees51
Clients--
DateJul 2004
Total AUM$83M
Discretionary$0
Non-Disc.$83M
Employees51
Clients--
DateJun 2004
Total AUM$83M
Discretionary$0
Non-Disc.$83M
Employees51
Clients--
DateApr 2004
Total AUM$83M
Discretionary$0
Non-Disc.$83M
Employees51
Clients--
DateApr 2002
Total AUM$41.6M
Discretionary$0
Non-Disc.$41.6M
Employees51
Clients--
DateMar 2002
Total AUM$41.6M
Discretionary$0
Non-Disc.$41.6M
Employees51
Clients--
DateSep 2001
Total AUM$41.6M
Discretionary$0
Non-Disc.$41.6M
Employees51
Clients--
DateJun 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--