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AUSPICIOUS FINANCIAL PLANNING, LLC
CRD 297962 · SEC 801-113980
2603 CAMINO RAMON, SUITE 200, SAN RAMON, CA, 94583, United States
Phone
925-355-1200
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$278.0M
Discretionary AUM
$278.0M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 109 | $37.8M |
| High net worth individuals | 84 | $240.2M |
States served
CA, NY, PA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD