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PLANNED SOLUTIONS, INC.
Planned Solutions, Inc. is an SEC-registered investment adviser in Folsom, CA, registered since 1988. The firm manages $671 million in assets, with $663...
PLANNED SOLUTIONS, INC.
Planned Solutions, Inc. is an SEC-registered investment adviser in Folsom, CA, registered since 1988. The firm manages $671 million in assets, with $663 million on a discretionary basis. It has 11 employees and 6 investment advisers.
General information
Firm type
Single Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Who runs investment decisions at PLANNED SOLUTIONS, INC.?
The identity of the investment decision-maker is not publicly disclosed. No named CIO, CEO, or managing principal appears in any accessible record. The firm may be led by a family member or a private advisor.
How does PLANNED SOLUTIONS, INC. source proprietary deal flow?
There is no public evidence of proprietary deal sourcing. The firm's network and sourcing methods are private. It may rely on family relationships or external advisors.
Is PLANNED SOLUTIONS, INC. structured as a single family office or does it operate more like a venture firm?
The firm's name and lack of public disclosures suggest it is structured as a single family office. There is no indication of venture capital activity, fund management, or external capital raising.
Does PLANNED SOLUTIONS, INC. participate in fund commitments or only direct deals?
No evidence of fund commitments or direct deals exists in public sources. The firm's investment method is unconfirmed.
What investment stages does PLANNED SOLUTIONS, INC. typically target?
Investment stage preferences are not publicly documented. Without portfolio disclosures, no stage targeting can be inferred.
Which sectors does PLANNED SOLUTIONS, INC. explicitly avoid?
No sector avoidance information is available. The firm has not publicly stated any sector preferences or restrictions.
Where does the underlying wealth come from?
The origin of the family's wealth is not disclosed. No industry or entrepreneurial background has been linked to the entity in public records.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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