INVESTMENTS BY PLANNERS, INC.
INVESTMENTS BY PLANNERS, INC. of BOCA RATON, FL is an SEC-registered investment adviser (CRD 19836). Regulatory assets under management: $58.4M.
Registration
- CRD: 19836
- SEC file number: 801-54838
- Type: Registered investment adviser
- Location: 2500 N. MILITARY TRAIL, SUITE 285, BOCA RATON, FL, 33431
- Phone: 561-998-0909
- Latest filing: 2012-06-15
- Regulatory AUM: $58.4M
- Discretionary AUM: $56.7M
- Non-discretionary AUM: $1.7M
- Clients: 6
- Accounts: 403
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| SAGINOR GARY DEAN | PRESIDENT/PRINCIPAL | — |
| SAGINOR CLIFFORD NEIL | SECRETARY/TREASURER; SECRETARY/TREASURER, CCO; SECRETARY/TREASURER, CHIEF COMPLIANCE OFFICER | — |
| SAGINOR LEON SHAEL | PARTNER | — |
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