CRD: 297962
Auspicious Financial Planning, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Horizon insightValue
- Established Date
- 09-14-2018
- Office Locations
- 1
Office Locations
About Auspicious Financial Planning, LLC
Auspicious Financial Planning is a Bay Area registered investment adviser providing comprehensive planning and ongoing, customized portfolio monitoring for individuals and families. The firm focuses on retirement, education, estate and charitable planning, and guidance around aging, long-term care, and caring for parents. Co-owner Louis Dagen, CFP®, brings 30+ years of experience and has taught financial planning courses; meetings available virtually.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LOUIS ISAAC DAGEN
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #2176866
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $277,960,000 | $456,420 |
| Non-Discretionary | $0 | -- |
| Total | $277,960,000 | $456,420 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $277,960,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,218,687,331 | 27.8% |
| Cash | $1,192,384,727 | 27.2% |
| Equity - Exchange | $1,972,695,319 | 45.0% |
| Total | $4,383,767,377 | 100.0% |