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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 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.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| 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 |
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