Cobb Planning Group

Cobb Planning Group (CRD# 150880) is a financial advisory firm headquartered in Santa Ana, CA. They manage $16,000,000 in 95 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1206 N. Broadway, Santa Ana, CA 92701
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $168,421
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Cobb Planning Group
Showing 1 - 1 of 1 top financial advisors.
1
Robert Cobb, financial advisor Santa Ana CA
Robert D. Cobb
CRD#: 1302071
1206 N. Broadway, Santa Ana, CA 92701

Robert Cobb (CRD# 1302071) is an Investment Advisor Representative working at Cobb Planning Group in Santa Ana, CA and has over 39 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.

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