Planmember Asset Management Corporation
Planmember Asset Management Corporation is an SEC-registered ria in Carpinteria, CA with an unreported amount of assets under management (AUM, regulatory AUM), -999% over one year. See who owns Planmember Asset Management Corporation: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289591, SEC 801-111678, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- Not reported (2026-03-31)
- Firm type
- Ria
- Location
- Carpinteria, CA
- Employees
- 8
- CRD
- 289591
- Ownership
- ZIEHL, JON, MICHAEL; PLANMEMBER FINANCIAL CORPORATION; JANEWAY, TERRALL, JOSEPH; HALEY, SEAN, PATRICK; KEMBLE, WILLIAM, STARR
How much AUM does Planmember Asset Management Corporation have?
Planmember Asset Management Corporation reported an unreported amount of in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Planmember Asset Management Corporation?
Disclosed owners and executives of Planmember Asset Management Corporation include ZIEHL, JON, MICHAEL, PLANMEMBER FINANCIAL CORPORATION, JANEWAY, TERRALL, JOSEPH, HALEY, SEAN, PATRICK, KEMBLE, WILLIAM, STARR. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.