Overview
Assets Under Management: $446 million
Headquarters: CYPRESS, CA
High-Net-Worth Clients: 175
Average Client Assets: $2 million
Frequently Asked Questions
ASSET PLANNING, INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111535), ASSET PLANNING, INC is subject to fiduciary duty under federal law.
ASSET PLANNING, INC is headquartered in CYPRESS, CA.
ASSET PLANNING, INC serves 175 high-net-worth clients according to their SEC filing dated November 14, 2024. View client details ↓
According to their SEC Form ADV, ASSET PLANNING, INC offers financial planning and portfolio management for individuals. View all service details ↓
ASSET PLANNING, INC manages $446 million in client assets according to their SEC filing dated November 14, 2024.
According to their SEC Form ADV, ASSET PLANNING, INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 175
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.65
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 390
Discretionary Accounts: 386
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 111535
Last Filing Date: 2024-11-14 00:00:00
Website: https://assetplanninginc.com