DIVERSFIED PLANNING CONCEPTS, INC
Legal name: DIVERSIFIED PLANNING CONCEPTS,INC
CRD #112229 SEC #801-27279 SAN FRANCISCO, CA 415-512-1211
SEC Registered
Total AUM
$22M
Discretionary
$0
Employees
5
Clients
51
Accounts
57
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2007 | $22M | $0 | $22M | 5 | -- |
| May 2005 | $22M | $0 | $22M | 5 | -- |
| May 2004 | $28.1M | $0 | $28.1M | 5 | -- |
| Apr 2004 | $28.1M | $0 | $28.1M | 5 | -- |
| Aug 2001 | $53.3M | $0 | $53.3M | 5 | -- |
| Jul 2001 | $53.3M | $0 | $53.3M | 5 | -- |
DateDec 2007
Total AUM$22M
Discretionary$0
Non-Disc.$22M
Employees5
Clients--
DateMay 2005
Total AUM$22M
Discretionary$0
Non-Disc.$22M
Employees5
Clients--
DateMay 2004
Total AUM$28.1M
Discretionary$0
Non-Disc.$28.1M
Employees5
Clients--
DateApr 2004
Total AUM$28.1M
Discretionary$0
Non-Disc.$28.1M
Employees5
Clients--
DateAug 2001
Total AUM$53.3M
Discretionary$0
Non-Disc.$53.3M
Employees5
Clients--
DateJul 2001
Total AUM$53.3M
Discretionary$0
Non-Disc.$53.3M
Employees5
Clients--