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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 11, 2012
- 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 |
|---|---|---|---|---|
| SAGINOR, LEON SHAEL | I | PARTNER | NA | |
| SAGINOR, LEON SHAEL | I | PARTNER | NA | |
| SAGINOR, LEON SHAEL | I | PARTNER | NA | |
| SAGINOR, LEON SHAEL | I | PARTNER | NA | |
| SAGINOR, LEON SHAEL | I | PARTNER | NA | |
| SAGINOR, LEON SHAEL | I | PARTNER | NA | |
| SAGINOR, LEON SHAEL | I | PARTNER | NA | |
| SAGINOR, LEON SHAEL | I | PARTNER | NA | |
| SAGINOR, LEON SHAEL | I | PARTNER | NA | |
| SAGINOR, LEON SHAEL | I | PARTNER | NA | |
| SAGINOR, LEON SHAEL | I | PARTNER | NA | |
| SAGINOR, LEON SHAEL | I | PARTNER | NA | |
| SAGINOR, LEON SHAEL | I | PARTNER | NA | |
| SAGINOR, LEON SHAEL | I | PARTNER | NA | |
| SAGINOR, CLIFFORD NEIL | I | SECRETARY/TREASURER, CHIEF COMPLIANCE OFFICER | C | Control |
| SAGINOR, CLIFFORD NEIL | I | SECRETARY/TREASURER, CCO | C | Control |
| SAGINOR, CLIFFORD NEIL | I | SECRETARY/TREASURER, CHIEF COMPLIANCE OFFICER | C | Control |
| SAGINOR, CLIFFORD NEIL | I | SECRETARY/TREASURER, CHIEF COMPLIANCE OFFICER | C | Control |
| SAGINOR, CLIFFORD NEIL | I | SECRETARY/TREASURER | C | Control |
| SAGINOR, CLIFFORD NEIL | I | SECRETARY/TREASURER | C | Control |
| SAGINOR, CLIFFORD NEIL | I | SECRETARY/TREASURER | C | Control |
| SAGINOR, CLIFFORD NEIL | I | SECRETARY/TREASURER, CHIEF COMPLIANCE OFFICER | C | Control |
| SAGINOR, CLIFFORD NEIL | I | SECRETARY/TREASURER, CHIEF COMPLIANCE OFFICER | C | Control |
| SAGINOR, CLIFFORD NEIL | I | SECRETARY/TREASURER, CHIEF COMPLIANCE OFFICER | C | Control |
| SAGINOR, CLIFFORD NEIL | I | SECRETARY/TREASURER, CHIEF COMPLIANCE OFFICER | C | Control |
| SAGINOR, CLIFFORD NEIL | I | SECRETARY/TREASURER, CHIEF COMPLIANCE OFFICER | C | Control |
| SAGINOR, CLIFFORD NEIL | I | SECRETARY/TREASURER, CHIEF COMPLIANCE OFFICER | C | Control |
| SAGINOR, CLIFFORD NEIL | I | SECRETARY/TREASURER, CHIEF COMPLIANCE OFFICER | C | Control |
| SAGINOR, GARY DEAN | I | PRESIDENT/PRINCIPAL | C | Control |
| SAGINOR, GARY DEAN | I | PRESIDENT/PRINCIPAL | C | Control |
| SAGINOR, GARY DEAN | I | PRESIDENT/PRINCIPAL | C | Control |
| SAGINOR, GARY DEAN | I | PRESIDENT/PRINCIPAL | C | Control |
| SAGINOR, GARY DEAN | I | PRESIDENT/PRINCIPAL | C | Control |
| SAGINOR, GARY DEAN | I | PRESIDENT/PRINCIPAL | C | Control |
| SAGINOR, GARY DEAN | I | PRESIDENT/PRINCIPAL | C | Control |
| SAGINOR, GARY DEAN | I | PRESIDENT/PRINCIPAL | C | Control |
| SAGINOR, GARY DEAN | I | PRESIDENT/PRINCIPAL | C | Control |
| SAGINOR, GARY DEAN | I | PRESIDENT/PRINCIPAL | C | Control |
| SAGINOR, GARY DEAN | I | PRESIDENT/PRINCIPAL | C | Control |
| SAGINOR, GARY DEAN | I | PRESIDENT/PRINCIPAL | C | Control |
| SAGINOR, GARY DEAN | I | PRESIDENT/PRINCIPAL | C | Control |
| SAGINOR, GARY DEAN | I | PRESIDENT/PRINCIPAL | C | Control |
Registrations
Federal
IA
May 11, 2012 REGISTERED
Notice Filings (8)
CA CT FL GA MD NJ NY TX
Address
2500 N. MILITARY TRAILSUITE 285
BOCA RATON, FL 33431
United States
Phone: 561-998-0909