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| Auspicious Financial Planning LLC
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| |
|---|---|
| CRD # | 297962 |
| SEC # | 801-113980 |
| CIK # | |
| AUM | $235.1 MM (2024-03-21) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 925-355-1200 |
| Address | 2603 Camino Ramon San Ramon, CA 94583 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 300 | 100.0 |
| (b) Individuals (high net worth individuals) | 300 | 135.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 600 | 235.1 |
| By Discretionary | ||
| Discretionary | 600 | 235.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 600 | 235.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 234.1 | |
| Total | 600 | 235.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Capital Wealth Alliance LLC
✚
|
AZ | 0.2 |
|
Sanctuary Wealth Advisors LLC
✚
|
CO | 0.2 |
|
Accordant Advisory Group Inc
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|
MD | 0.2 |
|
Nautilus Advisors LLC
✚
|
CA | 0.2 |
|
Bradley Wealth LLC
✚
|
AZ | 0.2 |
|
American Retirement Planning Group Inc
✚
|
NV | 0.2 |
|
Tandemgrowth Financial Advisors LLC
✚
|
GA | 0.2 |
|
RP Boggs & Co
✚
|
SC | 0.2 |
|
Monere Wealth Management Inc
✚
|
IL | 0.2 |
|
Global Wealth Management LLC
✚
|
NJ | 0.2 |