INVESTMENTS BY PLANNERS, INC.
CRD #19836 SEC #801-54838 BOCA RATON, FL 561-998-0909
SEC Registered Broker-Dealer
Total AUM
$58.4M
Discretionary
$56.7M
Employees
6
Clients
--
Accounts
403
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $58.4M | $56.7M | $1.7M | 6 | 300 |
| May 2012 | $58.4M | $56.7M | $1.7M | 6 | 300 |
| May 2012 | $58.4M | $56.7M | $1.7M | 6 | 300 |
| Apr 2012 | $58.4M | $56.7M | $1.7M | 6 | 300 |
| Mar 2012 | $58.4M | $56.7M | $1.7M | 6 | 300 |
| Mar 2012 | $58.4M | $56.7M | $1.7M | 6 | 300 |
| Mar 2012 | $58.4M | $56.7M | $1.7M | 6 | 300 |
| Mar 2011 | $71.7M | $70.6M | $1.1M | 10 | -- |
| Feb 2011 | $71.7M | $70.6M | $1.1M | 10 | -- |
| Feb 2007 | $112.9M | $112.9M | $0 | 10 | -- |
| Feb 2006 | $96.8M | $96.8M | $0 | 10 | -- |
| Jan 2004 | $87.1M | $87.1M | $0 | 10 | -- |
| Dec 2003 | $82.6M | $82.6M | $0 | 10 | -- |
| Oct 2003 | $82.6M | $82.6M | $0 | 10 | -- |
DateJun 2012
Total AUM$58.4M
Discretionary$56.7M
Non-Disc.$1.7M
Employees6
Clients300
DateMay 2012
Total AUM$58.4M
Discretionary$56.7M
Non-Disc.$1.7M
Employees6
Clients300
DateMay 2012
Total AUM$58.4M
Discretionary$56.7M
Non-Disc.$1.7M
Employees6
Clients300
DateApr 2012
Total AUM$58.4M
Discretionary$56.7M
Non-Disc.$1.7M
Employees6
Clients300
DateMar 2012
Total AUM$58.4M
Discretionary$56.7M
Non-Disc.$1.7M
Employees6
Clients300
DateMar 2012
Total AUM$58.4M
Discretionary$56.7M
Non-Disc.$1.7M
Employees6
Clients300
DateMar 2012
Total AUM$58.4M
Discretionary$56.7M
Non-Disc.$1.7M
Employees6
Clients300
DateMar 2011
Total AUM$71.7M
Discretionary$70.6M
Non-Disc.$1.1M
Employees10
Clients--
DateFeb 2011
Total AUM$71.7M
Discretionary$70.6M
Non-Disc.$1.1M
Employees10
Clients--
DateFeb 2007
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$96.8M
Discretionary$96.8M
Non-Disc.$0
Employees10
Clients--
DateJan 2004
Total AUM$87.1M
Discretionary$87.1M
Non-Disc.$0
Employees10
Clients--
DateDec 2003
Total AUM$82.6M
Discretionary$82.6M
Non-Disc.$0
Employees10
Clients--
DateOct 2003
Total AUM$82.6M
Discretionary$82.6M
Non-Disc.$0
Employees10
Clients--