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Our Mission Statement
To provide our representatives the freedom to run their business the way they choose, empowering them to do what's best for their clients.
     
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Alternatives
 
Variable Life & Insurance
 
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Alternative Investments
For ePLANNING Representatives Only (for login and password, please call Operations at 888-815-1000)
Click here to access: "Anticipated & Current Direct Participation Offerings Report", a list of ePLANNING's currently offered Alternative Investment products. (updated weekly)  
Click here to access: "Direct Participation Program All Approved Sponsors - Contact List Report", which provides company contact information for ePLANNING's alternative investment sponsors.

ePLANNING has selling agreements with the following companies:


TIC / 1031 Sponsors

 

AEI
Argus Realty Investors
BGK-Integrated Group (BIG)
Birthcher Anderson
Cabot Investment Properties
Capital Real Estate
CapWest Securities
Christopher Place
COLE Companiesl
CORE Realty Holdings
Cottonwood Capital
Creekstone Partners
DBSI Securities
DeSanto Realty Group
Direct Invest
Dividend Capital
East Coast Realty Ventures
Eliason 1031 Properties


Equitable Companies
Evergreen Realty Group
ExchangePoint Properties
First Guardian Group
Geneva
Gemini Real Estate Advisors
Gibraltar Holdings
Griffin Capital
Inland Real Estate
John Hicks
Kodiak Capital Partners
Mammoth Equities
Meridian
Montara Capital
Moody National Companies
ORIX
Oxford Capital Group
Parthenon
PASSCO Companies
Principle Equity Management
 

Ranier Capital Management
RE Value Advisors
Resources Real Estate, Inc.
RM Crowe
Sagebrush Realty Holdings
Sequoia Real Estate Holdings
SRS Investments
Stratford Capital Group
TIC Capital
TIC Properties
Triple NNN Properties
US Advisors
Wells Real Estate
Western America
Wilkinson 1031
Woodlark Capital


REIT’s & Real Estate Funds

 

AEI Fund Management
AMREIT
Argus Realty Advisors
ATEL
Behringer Harvard Funds
Berkeley Capital
Boston Capital
Brookstreet (NETREIT)
Capital Equity Group
CNL
Cole Capital

 

Cornerstone Real Estate Funds
DBSI Securities
Dividend Capital
Evergreen Development Inc.
First Guardian Group
Gemini Real Estate Advisors
HinesREIT
Inland Real Estate
KBS Capital Markets Group
Lightstone
MacKenzie Patterson Fuller

 

Passco
Reardon Opportunity Investments
Redwood Mortgage Co.
Resource Real Estate
RK Properties
Spectrum Realty Services
Triple NNN Properties
US Advisors
Walton International
Wells Real Estate
Western America


Energy Companies


Allegheny Natural Resources
Alliance Petroleum
Atlas America, Inc.
Aztec
Black Diamond Energy
NGAS Resources

Mountain V Oil & Gas, Inc.
PDC
Pinnacle Royalties
Provident Royalties

 

Reef Oil & Gas Partners
Ridgewood Capital
Texas Keystone
US Energy Development Corp.


Leasing Companies

ATEL Securities
Cypress
ICON Securities
Leaf Financial Corp.

Managed Future Funds

Steben & Company, Inc.
 
 

Notes

 

Argus Realty Advisors
Cabot Investment Properties
Deutsche Bank Group -
    DWS Scudder Distributors
DBSI

 

Evergreen
Medical Capital
Passco

 

Triple NNN Properties
Redwood Mortgage Corp.
RM Crowe
United Development Funding

 
ePLANNING believes all of our product lists are to up to date but can not guarantee their accuracy as selling agreements can be added or voided at any time without notice. Please feel free to contact the Operations dept at 888-815-1000 to determine the status of any particular product that you may have interest in.

     
ePLANNING Securities, Inc.
ePLANNING Securities, Inc., Copyright © 2006 All Rights Reserved.
Securities offered through ePLANNING Securities, Inc., Member FINRA/SIPC.
Investment Advisory Services offered through ePLANNING Advisors, Inc., a Registered Investment Advisor.