PLANNED ASSET MANAGEMENT, LLC of CALABASAS, CA is an SEC-registered investment adviser (CRD 105986). Regulatory assets under management: $385.3M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Paul Sueyuki Okawa | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |
| Morrie Wolbrum Reiff | PRESIDENT | — |
| Joni L Reiff | MEMBER | — |
| REIFF MORRIE WOLBRUM | PRESIDENT | — |
| OKAWA PAUL SUEYUKI | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |
| Reiff Joni L | MEMBER | — |