EPLANNING ADVISORS INC
CRD #109184 SEC #801-56634 SAN FRANCISCO, CA 415-982-9500
SEC Registered
Total AUM
$30.3M
Discretionary
$0
Employees
--
Clients
25
Accounts
260
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 2, 2001
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BROWN, GIBBS, WALTER | I | CHAIRMAN/CEO | NA | Control |
| BROWN, GIBBS, WALTER | I | CHAIRMAN/CEO | NA | Control |
| GAMBLE, CLIFFORD, NEWTON | I | PRESIDENT & COO | NA | Control |
| GAMBLE, CLIFFORD, NEWTON | I | PRESIDENT & COO | NA | Control |
| SECHSER, LINDA, MARIE | I | VICE PRESIDENT & CCO | NA | |
| SECHSER, LINDA, MARIE | I | VICE PRESIDENT & CCO | NA | |
| EPLANNING, INC. | DE | PARENT COMPANY | E | Control |
| EPLANNING, INC. | DE | PARENT COMPANY | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BROWN, GIBBS, WALTER | I | EPLANNING, INC. | D | Control |
| BROWN, GIBBS, WALTER | I | EPLANNING, INC. | D | Control |
Registrations
Federal
IA
Nov 2, 2001 REGISTERED
Notice Filings (2)
CA WA
Address
650 CALIFORNIA STREET 29TH FL.SAN FRANCISCO, CA 94108
USA
Phone: 415-982-9500