EPLANNING ADVISORS INC

EPLANNING ADVISORS INC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 109184). Regulatory assets under management: $30.3M.

Registration

• CRD: 109184
• SEC file number: 801-56634
• Type: Registered investment adviser
• Location: 650 CALIFORNIA STREET 29TH FL., SAN FRANCISCO, CA, 94108
• Phone: 415-982-9500
• Latest filing: 2001-12-18
• Regulatory AUM: $30.3M
• Non-discretionary AUM: $30.3M
• Clients: 11
• Accounts: 260

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 109184 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search