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- Custodian
- Assetmark · Betterment · Charles Schwab & Company · SEI · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Glacier timberPioneer +more
- Established Date
- 06-18-2013
- Office Locations
- 1
Office Locations
About Lavish Financial Planning
Lavish Financial Planning is a fee-only, family-focused RIA based in New Jersey that works virtually with clients nationwide. The firm delivers comprehensive, goal-based planning alongside investment management, cash-flow/budgeting models, tax-efficiency planning, and risk analysis for individuals, couples, and families navigating major life transitions. Portfolios lean heavily on ETFs, and the firm is active in advisor communities such as XY Planning Network/NAPFA, with media appearances including CNBC and Kiplinger.
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Owner & Executives
DANNA JACOBS
Chief Compliance Officer, Financial Advisor, FOUNDING PARTNER, Managing Member
- CRD
- #5366446
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Taylor Makenzie Peters
Owner
- CRD
- #7581371
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,482,957 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,482,957 | -- |
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Separately Managed Accounts
Total SMA Asset: $35,482,957
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $170,870,622 | 9.0% |
| Public Funds | $231,624,621 | 12.2% |
| Cash | $387,306,744 | 20.4% |
| U.S. Government/Agency | $411,988,056 | 21.7% |
| Corporate - Investment Grade | $351,234,057 | 18.5% |
| Sovereign Bonds | $345,538,371 | 18.2% |
| Total | $1,898,562,471 | 100.0% |