JUST PLANS ETC A CALIFORNIA CORPORATION

JUST PLANS ETC A CALIFORNIA CORPORATION of WALNUT CREEK, CA is an SEC-registered investment adviser (CRD 110288). Regulatory assets under management: $55.8M.

Registration

• CRD: 110288
• SEC file number: 801-57672
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
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• CRD 110288 on SEC IAPD (source of record)
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