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ASSET PLANNING, INC

CRD 111535 · SEC 801-62993

Visit website

4281 KATELLA AVENUE, SUITE 203, LOS ALAMITOS, CA, 90720, United States

Phone

714-827-5794

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$553.5M

Discretionary AUM

$552.3M

Team

5 total employees; 5 advisory reps; 5 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-01-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals187$79.9M
High net worth individuals186$471.1M

States served

CA, TX

All web addresses on file

Official SEC filing: View on IAPD