Planned Asset Management Inc

Planned Asset Management Inc. is a privately held firm based in Calabasas, California, with 6 employees. Founded in 1985, the company provides comprehensive financial planning and investment management services. Planned Asset Management caters to individuals, families, and business owners, assisting them in developing personalized financial plans and making informed investment decisions. The firm's team of professionals boasts over 80 years of combined experience in financial services, tax, and accounting. The company emphasizes a client-centric approach, working closely with clients throughout the financial planning process and empowering them with knowledge about investment opportunities. Planned Asset Management aims to build long-lasting relationships with clients and prioritize their best interests. Investment advisory services are offered through Planned Asset Management and Quantitative Strategies, Inc., both SEC-registered investment advisors. Securities are offered through M.S. Howells & Co., a registered broker/dealer and a member of FINRA/SIPC. For inquiries or additional information, contact the Compliance department at [email protected].