Diversified Planning Concepts, Inc.
Diversified Planning Concepts, Inc. (CRD# 112229) is a financial advisory firm headquartered in Corte Madera, CA. They manage $44,345,891 in 36 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Diversified Planning Concepts, Inc.
By the Numbers
-
Total Assets Under Management44MILLION
-
Total Number of Accounts36ACCOUNTS
-
Average Account Value$1,231,830
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, HI
Financial Advisors at Diversified Planning Concepts, Inc.
1
Gary A. Hooker
CRD#:
1206873
Diversified Planning Concepts, Inc., 40 Madera Del Presidio,
Corte Madera,
CA
94925
Gary Hooker (CRD# 1206873) is an Investment Advisor Representative working at Diversified Planning Concepts, Inc. in Corte Madera, CA and has over 37 years of experience in the finance industry.
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