KPLANS INVESTMENT SERVICES, INC.
CRD #135704 SEC #801-64439 VALENCIA, CA 661-362-0758
SEC Registered
Total AUM
$77.5M
Discretionary
$66.5M
Employees
5
Clients
--
Accounts
14
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2022 | $77.5M | $66.5M | $11M | 5 | 0 |
| Mar 2021 | $121.5M | $62.8M | $58.6M | 5 | 0 |
| Jun 2020 | $90.5M | $67.3M | $23.1M | 5 | 0 |
| Mar 2020 | $90.5M | $67.3M | $23.1M | 5 | 0 |
| Nov 2019 | $102.8M | $76.8M | $26M | 7 | 0 |
| Apr 2019 | $87.6M | $64.1M | $23.5M | 7 | 0 |
| Mar 2018 | $686.1M | $117.9M | $568.2M | 6 | 0 |
| Jul 2017 | $307.7M | $45.8M | $261.9M | 6 | 26 |
| Apr 2017 | $307.7M | $45.8M | $261.9M | 6 | 26 |
| Apr 2016 | $493.3M | $40.3M | $453M | 6 | 26 |
| Mar 2016 | $493.3M | $40.3M | $453M | 6 | 26 |
| Mar 2015 | $489.2M | $13.3M | $475.9M | 5 | 26 |
| Jul 2014 | $470.7M | $11M | $459.7M | 5 | 26 |
| Mar 2014 | $470.7M | $11M | $459.7M | 5 | 26 |
| Mar 2013 | $379.8M | $0 | $379.8M | 5 | 26 |
| Mar 2012 | $325.9M | $0 | $325.9M | 6 | 26 |
| Feb 2011 | $281.3M | $0 | $281.3M | 10 | -- |
| Feb 2009 | $944.4M | $7M | $937.4M | 10 | -- |
| Jan 2008 | $1.2B | $13.5M | $1.2B | 10 | -- |
| Mar 2007 | $1.2B | $9M | $1.2B | 10 | -- |
| Dec 2005 | $705M | $0 | $705M | 10 | -- |
| Jun 2005 | $0 | $0 | $0 | 10 | -- |
DateApr 2022
Total AUM$77.5M
Discretionary$66.5M
Non-Disc.$11M
Employees5
Clients0
DateMar 2021
Total AUM$121.5M
Discretionary$62.8M
Non-Disc.$58.6M
Employees5
Clients0
DateJun 2020
Total AUM$90.5M
Discretionary$67.3M
Non-Disc.$23.1M
Employees5
Clients0
DateMar 2020
Total AUM$90.5M
Discretionary$67.3M
Non-Disc.$23.1M
Employees5
Clients0
DateNov 2019
Total AUM$102.8M
Discretionary$76.8M
Non-Disc.$26M
Employees7
Clients0
DateApr 2019
Total AUM$87.6M
Discretionary$64.1M
Non-Disc.$23.5M
Employees7
Clients0
DateMar 2018
Total AUM$686.1M
Discretionary$117.9M
Non-Disc.$568.2M
Employees6
Clients0
DateJul 2017
Total AUM$307.7M
Discretionary$45.8M
Non-Disc.$261.9M
Employees6
Clients26
DateApr 2017
Total AUM$307.7M
Discretionary$45.8M
Non-Disc.$261.9M
Employees6
Clients26
DateApr 2016
Total AUM$493.3M
Discretionary$40.3M
Non-Disc.$453M
Employees6
Clients26
DateMar 2016
Total AUM$493.3M
Discretionary$40.3M
Non-Disc.$453M
Employees6
Clients26
DateMar 2015
Total AUM$489.2M
Discretionary$13.3M
Non-Disc.$475.9M
Employees5
Clients26
DateJul 2014
Total AUM$470.7M
Discretionary$11M
Non-Disc.$459.7M
Employees5
Clients26
DateMar 2014
Total AUM$470.7M
Discretionary$11M
Non-Disc.$459.7M
Employees5
Clients26
DateMar 2013
Total AUM$379.8M
Discretionary$0
Non-Disc.$379.8M
Employees5
Clients26
DateMar 2012
Total AUM$325.9M
Discretionary$0
Non-Disc.$325.9M
Employees6
Clients26
DateFeb 2011
Total AUM$281.3M
Discretionary$0
Non-Disc.$281.3M
Employees10
Clients--
DateFeb 2009
Total AUM$944.4M
Discretionary$7M
Non-Disc.$937.4M
Employees10
Clients--
DateJan 2008
Total AUM$1.2B
Discretionary$13.5M
Non-Disc.$1.2B
Employees10
Clients--
DateMar 2007
Total AUM$1.2B
Discretionary$9M
Non-Disc.$1.2B
Employees10
Clients--
DateDec 2005
Total AUM$705M
Discretionary$0
Non-Disc.$705M
Employees10
Clients--
DateJun 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--