PROFESSIONAL PLANNING COUNSEL, INC.
Legal name: LA JOLLA INSTITUTE FOR WEALTH MANAGEMENT
CRD #109340 SEC #801-57332 LA JOLLA, CA 858-459-8818
SEC Registered
Total AUM
$35M
Discretionary
$0
Employees
1
Clients
--
Accounts
140
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2012 | $35M | $0 | $35M | 1 | 26 |
| Feb 2012 | $45M | $0 | $45M | 1 | 26 |
| Feb 2012 | $45M | $0 | $45M | 1 | 26 |
| Jan 2012 | $45M | $0 | $45M | 1 | 26 |
| May 2011 | $45M | $0 | $45M | 5 | -- |
| Apr 2011 | $45M | $0 | $45M | 5 | -- |
| Mar 2009 | $33.2M | $0 | $33.2M | 5 | -- |
| Jan 2007 | $52.1M | $0 | $52.1M | 5 | -- |
| Mar 2006 | $49.6M | $0 | $49.6M | 5 | -- |
| Mar 2006 | $49.6M | $0 | $49.6M | 5 | -- |
| Apr 2004 | $42.7M | $0 | $42.7M | 5 | -- |
| Mar 2002 | $35.1M | $0 | $35.1M | 5 | -- |
DateFeb 2012
Total AUM$35M
Discretionary$0
Non-Disc.$35M
Employees1
Clients26
DateFeb 2012
Total AUM$45M
Discretionary$0
Non-Disc.$45M
Employees1
Clients26
DateFeb 2012
Total AUM$45M
Discretionary$0
Non-Disc.$45M
Employees1
Clients26
DateJan 2012
Total AUM$45M
Discretionary$0
Non-Disc.$45M
Employees1
Clients26
DateMay 2011
Total AUM$45M
Discretionary$0
Non-Disc.$45M
Employees5
Clients--
DateApr 2011
Total AUM$45M
Discretionary$0
Non-Disc.$45M
Employees5
Clients--
DateMar 2009
Total AUM$33.2M
Discretionary$0
Non-Disc.$33.2M
Employees5
Clients--
DateJan 2007
Total AUM$52.1M
Discretionary$0
Non-Disc.$52.1M
Employees5
Clients--
DateMar 2006
Total AUM$49.6M
Discretionary$0
Non-Disc.$49.6M
Employees5
Clients--
DateMar 2006
Total AUM$49.6M
Discretionary$0
Non-Disc.$49.6M
Employees5
Clients--
DateApr 2004
Total AUM$42.7M
Discretionary$0
Non-Disc.$42.7M
Employees5
Clients--
DateMar 2002
Total AUM$35.1M
Discretionary$0
Non-Disc.$35.1M
Employees5
Clients--