QUALIFIED PLAN ADVISORY, LLC
CRD #135324 SEC #801-66437 COSTA MESA, CA 714-486-4544
SEC Registered
Total AUM
$65M
Discretionary
$0
Employees
1
Clients
--
Accounts
22
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2012 | $65M | $0 | $65M | 1 | 11 |
| Jan 2012 | $65M | $0 | $65M | 1 | 11 |
| Jan 2012 | $65M | $0 | $65M | 1 | 11 |
| Jan 2012 | $65M | $0 | $65M | 1 | 11 |
| Jan 2012 | $65M | $0 | $65M | 1 | 11 |
| Nov 2011 | $65M | $0 | $65M | 1 | 0 |
| Mar 2011 | $65M | $0 | $65M | 5 | -- |
| Jan 2011 | $65M | $0 | $65M | 5 | -- |
| Apr 2007 | $75M | $0 | $75M | 5 | -- |
| Feb 2007 | $0 | $0 | $0 | 5 | -- |
| Mar 2006 | $0 | $0 | $0 | 5 | -- |
DateFeb 2012
Total AUM$65M
Discretionary$0
Non-Disc.$65M
Employees1
Clients11
DateJan 2012
Total AUM$65M
Discretionary$0
Non-Disc.$65M
Employees1
Clients11
DateJan 2012
Total AUM$65M
Discretionary$0
Non-Disc.$65M
Employees1
Clients11
DateJan 2012
Total AUM$65M
Discretionary$0
Non-Disc.$65M
Employees1
Clients11
DateJan 2012
Total AUM$65M
Discretionary$0
Non-Disc.$65M
Employees1
Clients11
DateNov 2011
Total AUM$65M
Discretionary$0
Non-Disc.$65M
Employees1
Clients0
DateMar 2011
Total AUM$65M
Discretionary$0
Non-Disc.$65M
Employees5
Clients--
DateJan 2011
Total AUM$65M
Discretionary$0
Non-Disc.$65M
Employees5
Clients--
DateApr 2007
Total AUM$75M
Discretionary$0
Non-Disc.$75M
Employees5
Clients--
DateFeb 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--