FINANCIAL PLANNING CONSULTANTS, LLC
CRD #118547 SEC #801-100504 SAN JOSE, CA 408-287-7911
SEC Registered
Total AUM
--
Discretionary
--
Employees
5
Clients
--
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2016 | $112M | $27.9M | $84.1M | 5 | 26 |
| Jul 2015 | $117.8M | $21.7M | $96.1M | 5 | 26 |
| Jun 2015 | $117.8M | $21.7M | $96.1M | 5 | 26 |
DateApr 2016
Total AUM$112M
Discretionary$27.9M
Non-Disc.$84.1M
Employees5
Clients26
DateJul 2015
Total AUM$117.8M
Discretionary$21.7M
Non-Disc.$96.1M
Employees5
Clients26
DateJun 2015
Total AUM$117.8M
Discretionary$21.7M
Non-Disc.$96.1M
Employees5
Clients26