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Home > Retirement Planners > california > san rafael > DEFINED FINANCIAL PLANNING LLC
DEFINED FINANCIAL PLANNING LLC
899 Northgate Dr
Suite 300
San Rafael, California 94903
Tel: (510) 200-8655
About DEFINED FINANCIAL PLANNING LLC
DEFINED FINANCIAL PLANNING LLC, formally registered with the SEC as DEFINED FINANCIAL PLANNING LLC. The firm was established in 09/07/2022. They have over 1 offices throughout the country.
DEFINED FINANCIAL PLANNING LLC is a San Rafael, California based Financial Planning firm with nearly $137,250,706 assets under management, offering retirement planning & investment advisory services to 333 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310137 |
| SEC# | 801-126370 |
| Assets Managed by Firm | $137,250,706 |
| No. of Clients | 333 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 333 | $137,250,706 |
| Individuals (other than high net worth individuals) | 74 | $23,051,159 |
| High net worth individuals | 30 | $92,789,453 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,666,077 |
| Charitable organizations | Fewer than 5 clients | $19,744,017 |
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