PLAN FINANCIAL of FRESNO, CA is an SEC-registered investment adviser (CRD 44960). Regulatory assets under management: $195.4M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| John Robert Hooper | PRESIDENT/CHIEF COMPLIANCE OFFICER/CFO/DIRECTOR | — |
| Isaac Ellsworth Halls | VICE-PRESIDENT, SALES/DIRECTOR | — |
| Joel Robert Hooper | SECRETARY | — |
| KOLBERT ROBERT LEE | DIRECTOR | — |
| LONGSTAFF JOHN SCOTT | DIRECTOR | — |
| PRENDERGAST MARK LOUIS | DIRECTOR | — |
| HOOPER JOHN ROBERT | CHIEF COMPLIANCE OFFICER; PRESIDENT/CCO/CFO/DIRECTOR; PRESIDENT/CHIEF COMPLIANCE OFFICER/CFO/DIRECTOR (+1 more) | — |
| HALLS ISAAC ELLSWORTH | VICE-PRESIDENT, SALES/DIRECTOR | — |