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Building 2AUSPICIOUS FINANCIAL PLANNING, LLC

Map pinSAN RAMON, CA
Phone925-355-1200
NotebookSEC #801-113980
Total AUM
$278M
Employees
2
Clients
193

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2603 CAMINO RAMON
SUITE 200
SAN RAMON
CA 94583
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
925-355-1200
Other Offices
1

ReceiptFinancials

Total AUM
$278M
Accounts
609
Discretionary
$278M
Accounts
609
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
109
AUM
$37.8M
HNW Individual Clients
84
AUM
$240.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNYPATXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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