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Home > Retirement Planners > california > san clemente > IGNITE PLANNERS LLC
IGNITE PLANNERS LLC
109 E. Escalones
San Clemente, California 92672
Tel: 619-504-1907
About IGNITE PLANNERS LLC
IGNITE PLANNERS LLC, formally registered with the SEC as IGNITE PLANNERS LLC. The firm was established in 11/13/2017. They have over 7 offices throughout the country.
IGNITE PLANNERS LLC is a San Clemente, California based Financial Planning firm with nearly $686,344,000 assets under management, offering retirement planning & investment advisory services to 3084 clients. The firm is staffed with 29 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 289797 |
| SEC# | 801-112029 |
| Assets Managed by Firm | $686,344,000 |
| No. of Clients | 3084 |
| No. of Advisors | 29 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3084 | $686,344,000 |
| Individuals (other than high net worth individuals) | 2225 | $357,575,413 |
| High net worth individuals | 119 | $327,508,000 |
| Charitable organizations | Fewer than 5 clients | $261,490 |
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