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AUSPICIOUS FINANCIAL PLANNING, LLC
Tel: 925-355-1200
2603 Camino Ramon Suite 200
San Ramon, California 94583
AUSPICIOUS FINANCIAL PLANNING, LLC
AUSPICIOUS FINANCIAL PLANNING, LLC is a San Ramon, California based financial advisory firm with nearly $235,120,000 in assets under management and provides investment advisory services for 600 clients. There are currently 2 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services
Fee Structure:
A percentage of AUM
Firm CRD#:
297962
SEC#:
801-113980
No. of Clients:
600
Assets under Management
$235,120,000
No. of Advisors:
2
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