JUST PLANS ETC A CALIFORNIA CORPORATION
Legal name: JUST PLANS, ETC
CRD #110288 SEC #801-57672 WALNUT CREEK, CA 925-988-0330
SEC Registered
Total AUM
$60.2M
Discretionary
$56.3M
Employees
1
Clients
26
Accounts
370
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2012 | $55.8M | $51.8M | $3.9M | 1 | 115 |
| Dec 2011 | $60.2M | $56.3M | $3.9M | 1 | 115 |
| Dec 2011 | $60.2M | $56.3M | $3.9M | 1 | 115 |
| Dec 2011 | $60.2M | $56.3M | $3.9M | 1 | 115 |
| Nov 2011 | $60.2M | $56.3M | $3.9M | 1 | 115 |
| Mar 2011 | $69.4M | $62.7M | $6.7M | 5 | -- |
| Mar 2010 | $59.7M | $53.5M | $6.2M | 5 | -- |
| Mar 2007 | $63.8M | $58.7M | $5.2M | 5 | -- |
| Mar 2006 | $58.2M | $52.3M | $5.9M | 5 | -- |
| Sep 2005 | $45.3M | $40.2M | $5M | 5 | -- |
| May 2002 | $34.6M | $32.8M | $1.8M | 5 | -- |
DateJan 2012
Total AUM$55.8M
Discretionary$51.8M
Non-Disc.$3.9M
Employees1
Clients115
DateDec 2011
Total AUM$60.2M
Discretionary$56.3M
Non-Disc.$3.9M
Employees1
Clients115
DateDec 2011
Total AUM$60.2M
Discretionary$56.3M
Non-Disc.$3.9M
Employees1
Clients115
DateDec 2011
Total AUM$60.2M
Discretionary$56.3M
Non-Disc.$3.9M
Employees1
Clients115
DateNov 2011
Total AUM$60.2M
Discretionary$56.3M
Non-Disc.$3.9M
Employees1
Clients115
DateMar 2011
Total AUM$69.4M
Discretionary$62.7M
Non-Disc.$6.7M
Employees5
Clients--
DateMar 2010
Total AUM$59.7M
Discretionary$53.5M
Non-Disc.$6.2M
Employees5
Clients--
DateMar 2007
Total AUM$63.8M
Discretionary$58.7M
Non-Disc.$5.2M
Employees5
Clients--
DateMar 2006
Total AUM$58.2M
Discretionary$52.3M
Non-Disc.$5.9M
Employees5
Clients--
DateSep 2005
Total AUM$45.3M
Discretionary$40.2M
Non-Disc.$5M
Employees5
Clients--
DateMay 2002
Total AUM$34.6M
Discretionary$32.8M
Non-Disc.$1.8M
Employees5
Clients--