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Building 2SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE

Map pinSAN DIEGO, CA
Phone858-546-1046
NotebookSEC #801-131301
Total AUM
$349.6M
Employees
12
Clients
516

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10085 CARROLL CANYON ROAD
SUITE 150
SAN DIEGO
CA 92131
United States
Operating Hours
8AM - 4:30PM
Monday - Friday
Phone
858-546-1046

ReceiptFinancials

Total AUM
$349.6M
Accounts
1,059
Discretionary
$349.6M
Accounts
1,059
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
431
AUM
$129.1M
HNW Individual Clients
78
AUM
$215.7M
Pension/Profit Sharing Plan Clients
6
AUM
$4.4M
Corporation or Business Clients
1
AUM
$424.7K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIAORTXWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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