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Auspicious Financial Planning, LLC
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Overview Share
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San Ramon, California
$200.4 million AUM
1 office

Auspicious Financial Planning, LLC is based in San Ramon, California and has $200.4 million in assets under management.

Location
2603 Camino Ramon
Suite 200
San Ramon, CA 94583
$200.4 million
AUM
2
Employees
AUM Share
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$200,442,089
Assets under management
527 clients
Number of clients
Average investment size is $380,346
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 144 $66,184,087 33% $459,612
High net worth individuals 55 $126,157,355 63% $2,293,770
Pension and profit sharing plans 1 $8,100,647 4% $8,100,647
Employees Share
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2
Employees
1
Investment analysts
50% of total employees
AUM per employee Share
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$200,442,089
Assets under management
$100,221,044
AUM per employee
$200,442,089
AUM per investment analyst
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Compensation

Auspicious Financial Planning, LLC makes money through the following ways:

  • Percentage of AUM
Services offered

Auspicious Financial Planning, LLC provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
Firm data Share
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CRD number 297,962
SEC number 801-113980
Legal structure Limited Liability Company
Legal governance California, United States
Latest ADV filing date March 24, 2020

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