JUST PLANS ETC A CALIFORNIA CORPORATION

JUST PLANS, ETC
WALNUT CREEK, California·1 registered advisor·CRD# 110288
SEC# 801-57672925-988-0330
01

Firm Overview

AUM
$56M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at JUST PLANS ETC A CALIFORNIA CORPORATION

1 registered advisor
James Philip Ellman
WALNUT CREEK, California
05

Office Locations

WALNUT CREEK, California
1 advisor

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Data sourced from SEC Form ADV filings. JUST PLANS ETC A CALIFORNIA CORPORATION (CRD# 110288) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.