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BALANCING LIFE FINANCIAL PLANNING
OBER, EDWARD JACOB
CRD 305808
900 E. KATELLA AVE SUITE B, ORANGE, CA, 92867, United States
Phone
(714) 771-7570
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$19.3M
Discretionary AUM
$19.3M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2026-01-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 47 | $13.0M |
All web addresses on file
Official SEC filing: View on IAPD