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Paul Sueyuki Okawa

PLANNED ASSET MANAGEMENT, LLC·CALABASAS, California
Unclaimed Profile
27001 AGOURA ROAD, SUITE 150, CALABASAS, CA 91301-5104CRD# 2466447Firm CRD# 105986
01

About

Paul Sueyuki Okawa is a registered financial advisor based in CALABASAS, California, affiliated with PLANNED ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PLANNED ASSET MANAGEMENT, LLC
PLANNED ASSET MANAGEMENT
AUM
$320M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PLANNED ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2466447
Firm CRD# 105986
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Paul Sueyuki Okawa offer?
Paul Sueyuki Okawa specializes in Financial Planning, Investment Management. Contact their office in CALABASAS, California for a consultation.
What are Paul Sueyuki Okawa's credentials?
Paul Sueyuki Okawa is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Sueyuki Okawa located?
Paul Sueyuki Okawa is based in CALABASAS, California, working with PLANNED ASSET MANAGEMENT, LLC. Their office serves clients in the CALABASAS metropolitan area and surrounding communities.
How does Paul Sueyuki Okawa charge for services?
Paul Sueyuki Okawa's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PLANNED ASSET MANAGEMENT, LLC?
PLANNED ASSET MANAGEMENT, LLC has approximately 6 employees and manages $320M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CALABASAS
Mark Allan Porath — HEARTHSTONE INC., A CALIFORNIA CORPORATIONMorrie Wolbrum Reiff — PLANNED ASSET MANAGEMENT, LLCSteven Ira Levin — AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLCAlim Kassam — RAMA CAPITAL PARTNERS, LLCChristine Sontag — MORTON CAPITAL MANAGEMENT
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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