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Building 2FALCON WEALTH PLANNING, INC.

Map pinONTARIO, CA
Phone855-963-2526
NotebookSEC #801-112659
Total AUM
$1.6B
Employees
40
Clients
1,508

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3400 INLAND EMPIRE BLVD.
SUITE 100
ONTARIO
CA 91764
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
855-963-2526
Other Offices
43

ReceiptFinancials

Total AUM
$1.6B
Accounts
5,242
Discretionary
$1.5B
Accounts
5,142
Non-Discretionary
$44.1M
Accounts
100

ContactClients

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Individual Clients
1,048
AUM
$388.9M
HNW Individual Clients
430
AUM
$1.1B
Pension/Profit Sharing Plan Clients
9
AUM
$2.6M
Corporation or Business Clients
21
AUM
$51.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SELECTION OF OTHER ADVISERS FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAILINKYLAMAMDMIMNMONCNHNJNMNVNYOKORPASCTNTXVAWAWIWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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