CONTEMPORARY PLANNING ALTERNATIVES

CONTEMPORARY PLANNING ALTERNATIVES is an SEC-registered investment adviser (CRD 126834). Regulatory assets under management: $30.0M.

Registration

• CRD: 126834
• Type: Registered investment adviser
• Phone: 805-223-3908
• Latest filing: 2026-05-11
• Regulatory AUM: $30.0M
• Discretionary AUM: $30.0M
• Clients: 1
• Accounts: 52

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 126834 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search