PLANMEMBER SECURITIES CORPORATION
SEC Form ADV profile.
Total regulatory AUM
$10,120,552,229
Discretionary
$10,120,552,229
Non-discretionary
$0
Firm details
- CRD number
- 11869
- SEC file number
- 801-39177
- Main office
- CARPINTERIA, CA, United States
- Employees
- 429
- SEC status
- Approved
- Website
- HTTP://WWW.PLANMEMBER.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees Commissions
As of October 2026.