AUSPICIOUS FINANCIAL PLANNING, LLC

2603 Camino Ramon
Suite 200
San Ramon, California 94583
Tel: 925-355-1200

About AUSPICIOUS FINANCIAL PLANNING, LLC

AUSPICIOUS FINANCIAL PLANNING, LLC, formally registered with the SEC as AUSPICIOUS FINANCIAL PLANNING, LLC. The firm was established in 09/14/2018. They have over 2 offices throughout the country.

AUSPICIOUS FINANCIAL PLANNING, LLC is a San Ramon, California based Financial Planning firm with nearly $235,120,000 assets under management, offering retirement planning & investment advisory services to 600 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297962
SEC#	801-113980
Assets Managed by Firm	$235,120,000
No. of Clients	600
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	600	$235,120,000
Individuals (other than high net worth individuals)	300	$100,000,000
High net worth individuals	300	$135,120,000

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