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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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