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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