# JUST PLANS ETC A CALIFORNIA CORPORATION

JUST PLANS ETC A CALIFORNIA CORPORATION of WALNUT CREEK, CA is an SEC-registered investment adviser.

## Registration

- CRD: 110288
- Type: SEC-registered investment adviser
- SEC file number: 801-57672
- Location: 1399 YGNACIO VALLEY ROAD, SUITE 24, WALNUT CREEK, CA, 94598
- Phone: 925-988-0330
- Latest filing: 2012-01-05
- Regulatory AUM: $55.8M
- Discretionary AUM: $51.8M
- Non-discretionary AUM: $3.9M
- Clients: 1
- Accounts: 378

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| ELLMAN JAMES PHILIP | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110288/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110288/similar
- Related entities: https://search.stillhousedata.com/firm/110288/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110288

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.