PROFESSIONAL PLANNING info
PROFESSIONAL PLANNING (SEC CIK 1740871) first filed with the SEC on 2018-06-18 (Form 13F-HR) and has filed 16 times since, including 16 Form 13F-HR quarterly holdings reports. It is organized in — and registered at 100 E. THOUSAND OAKS BLVD., SUITE 150, THOUSAND OAKS, CA, 91360.
- Name: Value PROFESSIONAL PLANNING.
- SEC CIK: Value 1740871.
- State of organization: Value —.
- Business address: Value 100 E. THOUSAND OAKS BLVD., SUITE 150, THOUSAND OAKS, CA, 91360.
No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.
Firm
| Field | Value |
|---|
| Name | PROFESSIONAL PLANNING |
|---|
| SEC CIK | 1740871 |
|---|
| State of organization | |
|---|
| Business address | 100 E. THOUSAND OAKS BLVD., SUITE 150, THOUSAND OAKS, CA, 91360 |
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| Mailing address | 100 E. THOUSAND OAKS BLVD., SUITE 150, THOUSAND OAKS, CA, 91360 |
|---|
| Phone | 8054464601 |
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| Fiscal year end | |
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| Former names | None filed |
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SEC Filing History
| Field | Value |
|---|
| First SEC filing | 2018-06-18 (Form 13F-HR) |
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| Latest SEC filing | 2021-11-15 (Form 13F-HR) |
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| Filings on EDGAR | 16 |
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| First Form 13F-HR | 2018-06-18 (quarter ended 2017-12-31) |
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| Latest Form 13F-HR | 2021-11-15 (quarter ended 2021-09-30) |
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| Form 13F-HR filings | 16 |
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Filings by Year
| Year | Filings | Form 13F-HR |
|---|
| 2021 | 4 | 4 |
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| 2020 | 4 | 4 |
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| 2019 | 4 | 4 |
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| 2018 | 4 | 4 |
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Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|
| Not available yet |