$15.9M Total AUM
$15.9M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-06-2016
- Office Locations
- 1
Office Locations
-- Daly City CA
About Thinkplansave
ThinkPlanSave is a Daly City, CA registered investment adviser focused on retail clients, delivering financial planning and portfolio management with tax, retirement, estate, college/529, and insurance planning support. Portfolios are implemented primarily via ETFs in SMA accounts, with an asset-allocation and risk-management orientation, and are custodied at Charles Schwab.
Team overview
48 AVG AGE
$15.9M AVG AUM / ADVISOR
$467.6K AVG AUM / CLIENT
9.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Fund Managers
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Investment Themes
Available
Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
CHARLES WESLEY MALSBURY
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #6226299
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,899,048 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,899,048 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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