THE PLANNERS NETWORK, INC.
SEC file number 801-60247
· TEMECULA, CA
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$109.4M
Discretionary AUM
$108.2M
Employees
11
Clients
500
Firm
- Address
- 43418 BUSINESS PARK DR.
TEMECULA, CA 92590 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
No Form D filings matched on issuer name. (Adviser GPs often file under a separately-named LP, so a missing match is normal.)