# KPLANS INVESTMENT SERVICES, INC.

KPLANS INVESTMENT SERVICES, INC. of VALENCIA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 135704
- Type: SEC-registered investment adviser
- SEC file number: 801-64439
- Location: 27240 TURNBERRY LANE, SUITE 200, VALENCIA, CA, 91355
- Phone: 661-362-0758
- Latest filing: 2022-03-31
- Regulatory AUM: $77.5M
- Discretionary AUM: $66.5M
- Non-discretionary AUM: $11.0M
- Clients: 5
- Accounts: 14

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| [SANSONE STEVEN SAMUEL](https://search.stillhousedata.com/person/754395) | PRESIDENT, SHAREHOLDER; VICE PRESIDENT | — |
| [KRAVITZ LOUIS](https://search.stillhousedata.com/person/754396) | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER | — |
| [DAVIS MARK ALTON](https://search.stillhousedata.com/person/754397) | VICE PRESIDENT; VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| [KRAVITZ DANIEL](https://search.stillhousedata.com/person/754398) | CHAIRMAN, SHAREHOLDER; CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| [MISKJIAN STEPHAN JOHN](https://search.stillhousedata.com/person/846460) | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/135704/brochure
- Similar advisers: https://search.stillhousedata.com/firm/135704/similar
- Related entities: https://search.stillhousedata.com/firm/135704/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/135704

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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.