109 E. Escalones
San Clemente, California 92672
Tel: 619-504-1907
IGNITE PLANNERS LLC, formally registered with the SEC as IGNITE PLANNERS LLC. The firm was established in 11/13/2017. They have over 8 offices throughout the country.
IGNITE PLANNERS LLC is a San Clemente, California based Financial Planning firm with nearly $941,775,371 assets under management, offering retirement planning & investment advisory services to 3892 clients. The firm is staffed with 36 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 289797 |
SEC# | 801-112029 |
Assets Managed by Firm | $941,775,371 |
No. of Clients | 3892 |
No. of Advisors | 36 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 3892 | $941,775,371 |
Individuals (other than high net worth individuals) | 3354 | $512,433,150 |
High net worth individuals | 351 | $427,027,625 |
Pension and profit sharing plans | Fewer than 5 clients | $495,115 |
Charitable organizations | 5 | $445,271 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in San Clemente, California