Auspicious Financial Planning, LLC

Auspicious Financial Planning, LLC (CRD# 297962) is a financial advisory firm headquartered in San Ramon, CA. They manage $235,120,000 in 600 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
2603 Camino Ramon, Suite 200, San Ramon, CA 94583
http://www.auspiciousfinancial.com
By the Numbers
  • Total Assets Under Management
    235
    MILLION
  • Total Number of Accounts
    600
    ACCOUNTS
  • Average Account Value
    $391,867
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, NY, PA, TX, WA

Financial Advisors at Auspicious Financial Planning, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Louis Dagen, financial advisor San Ramon CA
Louis I. Dagen
CRD#: 2176866
2603 Camino Ramon, Suite 200, San Ramon, CA 94583

Louis Dagen (CRD# 2176866) is an Investment Advisor Representative working at Auspicious Financial Planning, LLC in San Ramon, CA and has over 32 years of experience in the finance industry.

2
Grace Chen, financial advisor San Ramon CA
Grace W. Chen
CRD#: 6298293
2603 Camino Ramon, Suite 200, San Ramon, CA 94583

Grace Chen (CRD# 6298293) is an Investment Advisor Representative working at Auspicious Financial Planning, LLC in San Ramon, CA and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals