$1.6M Total AUM
$1.6M Disc. AUM
-- 3Y CAGR
1 Employees
160 ADV. Clients
16 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-2009
- Office Locations
- 1
Office Locations
1206 N. Broadway Santa ANA CA
About Cobb Planning Group
Cobb Planning Group is a Santa ANA-based RIA. The firm has been operating for 16 years. Managing $1.6M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$1.6M AVG AUM / ADVISOR
$10.0K AVG AUM / CLIENT
16.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
ROBERT DOUGLAS COBB
Financial Advisor
- CRD
- #1302071
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Total | Available | Available |
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