← Back to searchVisit website
FINANCIAL PLANNING FOR GENERATIONS, INC.
CRD 130582
15760 VENTURA BLVD, SUITE 840, ENCINO, CA, 91436, United States
Phone
855-374-9174
Fax
818-351-5208
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
3 total employees; 1 advisory reps; 120 broker-dealer reps
Clients
101-250
Fees
Hourly charges
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planning
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $0 |
| High net worth individuals | 75 | $0 |
| Corporations/business entities | 30 | $0 |
All web addresses on file
Official SEC filing: View on IAPD