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IGNITE PLANNERS LLC
SAN CLEMENTE, CA
619-504-1907
SEC #801-112029Total AUM
$1.1B
Employees
38Clients
4,612Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
109 E. ESCALONES
SAN CLEMENTE
CA 92672
United States
SAN CLEMENTE
CA 92672
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Monday - Friday
Phone
619-504-1907
Other Offices
7
Financials
Total AUM
$1.1B
Accounts
4,614Discretionary
$1B
Accounts
4,216Non-Discretionary
$133M
Accounts
398
Clients
Individual Clients
4,155AUM
$594.5M
HNW Individual Clients
450AUM
$527.2M
Pension/Profit Sharing Plan Clients
1AUM
$559K
Charitable Organization Clients
5AUM
$475.3K
Sovereign Wealth Fund Clients
1AUM
$14.3M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
ALARAZCACOFLGAHIIDILLAMOMSMTNCNVOHORSCTNTXUTWAWI
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.