PLANTOOLS, LLC
CRD #123101 SEC #801-61652 EMERYVILLE, CA 510-595-2900
SEC Registered
Total AUM
$54M
Discretionary
$0
Employees
5
Clients
10
Accounts
4
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 7, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HARGADON, CYNTHIA, ANN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HARGADON, CYNTHIA, ANN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HARRIS, WARD, MELDON | I | CHAIRMAN | NA | Control |
| HARRIS, WARD, MELDON | I | CHAIRMAN | NA | Control |
| TOWERS, LOIS, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TOWERS, LOIS, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRIS, WARD, MELDON | I | CHAIRMAN | E | Control |
| HARRIS, WARD, MELDON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, WARD, MELDON | I | CHAIRMAN | E | Control |
| HARRIS, WARD, MELDON | I | CHAIRMAN | E | Control |
| THE MCHENRY GROUP, LLC | DE | OWNER | E | Control |
| THE MCHENRY GROUP, LLC | DE | OWNER | E | Control |
| THE NORMANDIE GROUP, INC. | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HARRIS, WARD, MELDON | I | THE MCHENRY GROUP, LLC | C | Control |
| HARRIS, WARD, MELDON | I | THE MCHENRY GROUP, LLC | C | Control |
| TOWERS, LOIS, JEAN | I | THE MCHENRY GROUP, LLC | C | Control |
| TOWERS, LOIS, JEAN | I | THE MCHENRY GROUP, LLC | C | Control |
Registrations
Federal
IA
Oct 7, 2005 REGISTERED
Notice Filings (1)
CA
Address
2200 POWELL ST, SUITE 610EMERYVILLE, CA 94608
USA
Phone: 510-595-2900