← Back to search
PLANMEMBER ASSET MANAGEMENT CORPORATION
CRD 289591 · SEC 801-111678
6187 CARPINTERIA AVENUE, CARPINTERIA, CA, 93013, United States
Phone
805-684-1199
Fax
805-684-3500
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
—
Discretionary AUM
—
Team
8 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)
States served
CO
Official SEC filing: View on IAPD