THOUSAND OAKS FINANCIAL CORPORATION
Legal name: PROFESSIONAL PLANNING
CRD #109561 SEC #801-57077 THOUSAND OAKS, CA 805-446-4601
SEC Registered
Total AUM
$186.9M
Discretionary
$186.9M
Employees
8
Clients
26
Accounts
906
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2021 | $186.9M | $186.9M | $0 | 8 | 30 |
| Nov 2020 | $447.1M | $447.1M | $0 | 8 | 30 |
| Sep 2020 | $447.1M | $447.1M | $0 | 8 | 30 |
| Jun 2020 | $393.7M | $393.7M | $0 | 8 | 5 |
| Jun 2020 | $393.7M | $393.7M | $0 | 8 | 5 |
| Oct 2019 | $393.7M | $393.7M | $0 | 8 | 5 |
| Sep 2019 | $393.7M | $393.7M | $0 | 8 | 5 |
| Aug 2019 | $353.5M | $353.5M | $0 | 8 | 1 |
| May 2019 | $353.5M | $353.5M | $0 | 8 | 1 |
| Mar 2019 | $353.5M | $353.5M | $0 | 8 | 1 |
| Dec 2018 | $350.8M | $350.8M | $0 | 8 | 1 |
| Oct 2018 | $350.8M | $350.8M | $0 | 8 | 1 |
| Mar 2018 | $350.8M | $350.8M | $0 | 8 | 1 |
| Sep 2017 | $277.3M | $277.3M | $0 | 9 | 400 |
| Mar 2017 | $277.3M | $277.3M | $0 | 9 | 400 |
| Nov 2016 | $233M | $233M | $0 | 8 | 400 |
| Sep 2016 | $233M | $233M | $0 | 8 | 400 |
| Mar 2016 | $233M | $233M | $0 | 8 | 400 |
| Feb 2015 | $213.5M | $213.5M | $0 | 8 | 400 |
| Mar 2014 | $195.1M | $195.1M | $0 | 7 | 400 |
| Feb 2014 | $195.1M | $195.1M | $0 | 7 | 400 |
| Feb 2013 | $166.8M | $166.8M | $0 | 7 | 400 |
| Feb 2012 | $146M | $146M | $0 | 1 | 300 |
| Aug 2010 | $122.9M | $122.9M | $0 | 5 | -- |
| May 2009 | $87.2M | $83.7M | $3.6M | 5 | -- |
| Mar 2009 | $87.2M | $83.7M | $3.6M | 5 | -- |
| Mar 2007 | $88.7M | $88.7M | $0 | 5 | -- |
| Feb 2006 | $73.8M | $0 | $73.8M | 5 | -- |
| Sep 2005 | $66.7M | $0 | $66.7M | 10 | -- |
| Mar 2004 | $61.3M | $0 | $61.3M | 5 | -- |
| Mar 2002 | $30M | $0 | $30M | 5 | -- |
DateSep 2021
Total AUM$186.9M
Discretionary$186.9M
Non-Disc.$0
Employees8
Clients30
DateNov 2020
Total AUM$447.1M
Discretionary$447.1M
Non-Disc.$0
Employees8
Clients30
DateSep 2020
Total AUM$447.1M
Discretionary$447.1M
Non-Disc.$0
Employees8
Clients30
DateJun 2020
Total AUM$393.7M
Discretionary$393.7M
Non-Disc.$0
Employees8
Clients5
DateJun 2020
Total AUM$393.7M
Discretionary$393.7M
Non-Disc.$0
Employees8
Clients5
DateOct 2019
Total AUM$393.7M
Discretionary$393.7M
Non-Disc.$0
Employees8
Clients5
DateSep 2019
Total AUM$393.7M
Discretionary$393.7M
Non-Disc.$0
Employees8
Clients5
DateAug 2019
Total AUM$353.5M
Discretionary$353.5M
Non-Disc.$0
Employees8
Clients1
DateMay 2019
Total AUM$353.5M
Discretionary$353.5M
Non-Disc.$0
Employees8
Clients1
DateMar 2019
Total AUM$353.5M
Discretionary$353.5M
Non-Disc.$0
Employees8
Clients1
DateDec 2018
Total AUM$350.8M
Discretionary$350.8M
Non-Disc.$0
Employees8
Clients1
DateOct 2018
Total AUM$350.8M
Discretionary$350.8M
Non-Disc.$0
Employees8
Clients1
DateMar 2018
Total AUM$350.8M
Discretionary$350.8M
Non-Disc.$0
Employees8
Clients1
DateSep 2017
Total AUM$277.3M
Discretionary$277.3M
Non-Disc.$0
Employees9
Clients400
DateMar 2017
Total AUM$277.3M
Discretionary$277.3M
Non-Disc.$0
Employees9
Clients400
DateNov 2016
Total AUM$233M
Discretionary$233M
Non-Disc.$0
Employees8
Clients400
DateSep 2016
Total AUM$233M
Discretionary$233M
Non-Disc.$0
Employees8
Clients400
DateMar 2016
Total AUM$233M
Discretionary$233M
Non-Disc.$0
Employees8
Clients400
DateFeb 2015
Total AUM$213.5M
Discretionary$213.5M
Non-Disc.$0
Employees8
Clients400
DateMar 2014
Total AUM$195.1M
Discretionary$195.1M
Non-Disc.$0
Employees7
Clients400
DateFeb 2014
Total AUM$195.1M
Discretionary$195.1M
Non-Disc.$0
Employees7
Clients400
DateFeb 2013
Total AUM$166.8M
Discretionary$166.8M
Non-Disc.$0
Employees7
Clients400
DateFeb 2012
Total AUM$146M
Discretionary$146M
Non-Disc.$0
Employees1
Clients300
DateAug 2010
Total AUM$122.9M
Discretionary$122.9M
Non-Disc.$0
Employees5
Clients--
DateMay 2009
Total AUM$87.2M
Discretionary$83.7M
Non-Disc.$3.6M
Employees5
Clients--
DateMar 2009
Total AUM$87.2M
Discretionary$83.7M
Non-Disc.$3.6M
Employees5
Clients--
DateMar 2007
Total AUM$88.7M
Discretionary$88.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$73.8M
Discretionary$0
Non-Disc.$73.8M
Employees5
Clients--
DateSep 2005
Total AUM$66.7M
Discretionary$0
Non-Disc.$66.7M
Employees10
Clients--
DateMar 2004
Total AUM$61.3M
Discretionary$0
Non-Disc.$61.3M
Employees5
Clients--
DateMar 2002
Total AUM$30M
Discretionary$0
Non-Disc.$30M
Employees5
Clients--