Morrie
Reiff
Planned Asset Management
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About this Advisor
Morrie Reiff is a certified financial planner who works in Agoura Hills, California with 13 years of relevant experience. Reiff currently works for Planned Asset Management. Their career trajectory has included roles at Brickman, Reiff & Associates, Planned Asset Management, LLC, Quantitative Strategies Inc, Afa Insurance Services, Inc, Independent Financial Group and M.S. Howells & Company. Reiff holds a Series 63 license, designating them as a securities representative, and is registered to work in California and Texas. Planned Asset Management is a business that has its headquarters in Agoura Hills, CA. It has $284 million in total assets among its 292 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 292 accounts, just 10% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Planned Asset Management performs a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advice typically depend on which services the firm provides the client. However, fees charged by Planned Asset Management most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Planned Asset Management Brokerage Details
$283,970,000
7
292
$972,500
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Morrie Reiff Work History
Morrie has been registered as a financial advisor for 13 years.*
M.S. Howells & Company
Afa Insurance Services, Inc
Quantitative Strategies Inc
Planned Asset Management, LLC
Brickman, Reiff & Associates
Independent Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Morrie Reiff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Planned Asset Management
Agoura Hills, CA
Agoura Hills, CA
Calabasas, CA
Calabasas, CA
Agoura Hills, CA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.