D
CRD: 112229
Diversified Planning Concepts, Inc.
Corte Madera, CA
4158918504
$44.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
36 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-26-2005
- Office Locations
- 2
Office Locations
Diversified Planning Concepts, Inc. Corte Madera CA
Diversified Planning Concepts, Inc. 40 Madera DEL Presidio Corte Madera CA
About Diversified Planning Concepts, Inc.
Diversified Planning Concepts, Inc. is a Corte Madera-based RIA with 2 offices. The firm has been operating for 21 years. Managing $44.3M in total assets under management, with 2 advisory representatives. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
70 AVG AGE
$22.2M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
21.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age
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Asset Classes
Zenith vector Prime pathway Vector ember
Client Personas
Wave Crest
Investment Vehicles
Momentum element
Services
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Owner & Executives
G
GARY ALAN HOOKER MR.
President
- CRD
- #1206873
- Ownership
- 75% or more
(668) 880-8758
vector.atlas@vertexcapital.com
in linkedin.com/in/catalyst-delta
Showing 1 of 1 owners & executives
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D
DONALD RAY CLEPHANE
--
- CRD
- #2693579
(752) 215-2150
prime.vector@matrixcapital.com
in linkedin.com/in/element-alpha
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $44,345,891 | -- |
| Total | $44,345,891 | -- |
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Separately Managed Accounts
Total SMA Asset: $44,345,891
Public Funds:
36.3% Equity - OTC:
25.6% U.S. Government/Agency:
24.5% Equity - Exchange:
13.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $834,783,936 | 36.3% |
| Equity - OTC | $588,718,148 | 25.6% |
| U.S. Government/Agency | $563,421,665 | 24.5% |
| Equity - Exchange | $312,756,516 | 13.6% |
| Total | $2,299,680,265 | 100.0% |