Eplanning Advisors Inc (Roseville)

Name: Eplanning Advisors Inc
Address: 3017 Douglas Boulevard, Roseville, CA, 95661
Telephone: 916-677-0177

Eplanning Advisors Inc is an internet adviser based in Roseville. It manages $30.33 million of regulatory assets for 260 client accounts. It has been registered with the SEC as an adviser since 2001.

Eplanning Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Eplanning Advisors: assets under management

The assets under management (AUM) of Eplanning Advisors Inc is $30.33 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Eplanning Advisors Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Eplanning Advisors Inc

Gibbs Walter Brown has been acting as President since 1 Aug 1998. Linda Marie Sechser joined the executive team most recently as the Vice President & Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gibbs Walter Brown	Chairman/ceo	1 Aug 1998	Other	840104
Inc. Eplanning	Parent company	1 Mar 1999	75% - 100%	00-0000000
Clifford Newton Gamble	President & coo	1 Jun 1999	Other	2539401
Linda Marie Sechser	Vice president & cco	1 Dec 1999	Other	1122061

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Gibbs Walter Brown	Director	1 Mar 1999	50% - 75%	840104

Based in Roseville

The principal office where Eplanning Advisors Inc performs its advisory services is located at 3017 Douglas Boulevard, Roseville, CA 95661, which is also the mailing address of the firm. An additional office of the firm is in Bellevue, WA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 916-677-0177 or by fax 916-677-0150. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.eplanning.com.