PLANMEMBER ASSET MANAGEMENT CORPORATION

Overview

Planmember Asset Management Corporation is a small, SEC-registered advisory corporation (registered in 2017) that provides portfolio management services targeted at individuals and small businesses. The firm charges fees as a percentage of assets under management and is not positioned as an active ESG investor. Regulatory filings characterize the firm as unclassified, indicate it does not act as a capital allocator, and note that it operates with a related adviser relationship. The firm lists affiliations with a broker-dealer and other investment adviser, which suggests some advisory or distribution activities are coordinated with affiliated firms. The advisory mandate is narrowly focused on traditional portfolio management rather than institutional consulting or pension work. The combination of a broker-dealer affiliation and fee-based AUM charging points toward a hybrid operating model where advisory services may be complemented by broker-dealer channels or affiliated advisory entities.

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Location & Offices