FINANCIAL PLANNING & CONSULTING SERVICES, INC
Total AUM
$90.9M
Employees
2Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
8 - 5 PM
Monday - Friday
Monday - Friday
Phone
714-970-2511
Financials
Total AUM
$90.9M
Accounts
77Discretionary
$90.9M
Accounts
77Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.