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Home > Retirement Planners > california > cypress > ASSET PLANNING, INC
ASSET PLANNING, INC
10601 Walker Street
Suite 170
Cypress, California 90630
Tel: 714-827-5794
About ASSET PLANNING, INC
ASSET PLANNING, INC, formally registered with the SEC as ASSET PLANNING, INC. The firm was established in 04/13/2004. They have over 1 offices throughout the country.
ASSET PLANNING, INC is a Cypress, California based Financial Planning firm with nearly $446,497,648 assets under management, offering retirement planning & investment advisory services to 390 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111535 |
| SEC# | 801-62993 |
| Assets Managed by Firm | $446,497,648 |
| No. of Clients | 390 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 390 | $446,497,648 |
| Individuals (other than high net worth individuals) | 129 | $24,076,299 |
| High net worth individuals | 259 | $420,480,794 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,940,555 |
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|---|---|---|---|
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