PlanMember Securities Corporation
Overview
PlanMember Securities Corporation is an independent broker-dealer offering financial services and investment products. Established in 1982, PlanMember specializes in providing retirement planning solutions to employees of educational institutions, nonprofit organizations, and public sector entities. The company operates through a network of over 50 financial centers and nearly 500 independent financial professionals across the United States. PlanMember's investment strategy focuses on a diverse range of asset classes, including fixed income, private equity, real estate, and venture capital. The firm targets various investment stages, such as growth, late stage, pre-IPO, buyout, turnaround, and distressed situations. With a geographical focus on the United States, PlanMember serves a wide array of industries, including financial services, education, nonprofit organizations, public sector, healthcare, government, technology, energy, consumer goods, telecommunications, media, transportation, utilities, retail, and manufacturing. The firm's investment sizes typically range from $1 million to $50 million, catering to both individual and institutional investors seeking comprehensive financial solutions. PlanMember's approach emphasizes personalized service, offering tailored retirement plans and investment strategies to meet the unique needs of its clients. The company's commitment to supporting independent financial professionals enables them to provide customized solutions that align with clients' financial goals and objectives. Through its extensive network and diverse investment offerings, PlanMember continues to be a significant player in the financial services industry, dedicated to helping clients achieve financial security and success.
Investment Focus
- Focus on U.S.-based investments
- Preference for investments in financial services, education, nonprofit organizations, public sector, healthcare, government, technology, energy, consumer goods, telecommunications, media, transportation, utilities, retail, and manufacturing sectors
Portfolio Companies
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Unlock full contacts →Frequently asked questions about PlanMember Securities Corporation
What sectors does PlanMember Securities Corporation invest in?
PlanMember Securities Corporation invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Telecommunications, and is based in Carpinteria, California, United States. PlanMember Securities Corporation is listed as a institutional investor in the ConnectSafely investor database.
What stage does PlanMember Securities Corporation invest at?
PlanMember Securities Corporation backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does PlanMember Securities Corporation invest in?
PlanMember Securities Corporation invests across United States.
What companies has PlanMember Securities Corporation invested in?
PlanMember Securities Corporation's portfolio includes TeleCom Networks, Consumer Goods Co., MediaWorks, TransLogistics, EduTech Systems, MediaCorp, Manufacturing Co. and Transport Logistics.
How do I contact PlanMember Securities Corporation?
PlanMember Securities Corporation's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of the team.
Last updated · Source: ConnectSafely investor database
