$44.6M Total AUM
$44.6M Disc. AUM
-- 3Y CAGR
2 Employees
318 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Morgan Stanley · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-01-2016
- Office Locations
- 2
Office Locations
2635 Camino DEL RIO South Ste. 210 SAN Diego CA
-- Pittsburgh PA
About Qualified Planning
Qualified Planning is a retail advisory firm providing financial planning and investment management using a six-step process (connect, discover, analyze, educate, implement, monitor) and free retirement/financial checkups to engage prospects. Client focus includes retirees and entrepreneurs. Portfolios skew heavily toward ETFs, with some U.S. government bonds and cash, and are custodied at TD Ameritrade.
Team overview
-- AVG AGE
$22.3M AVG AUM / ADVISOR
$140.3K AVG AUM / CLIENT
7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
Available
Owner & Executives
D
DAVID ANDREW SPRENGER
President, Vice President
- CRD
- #3189341
- Ownership
- 50% but less than 75%
Available
Available
Available
E
Ephraim Robert Steigerwald
--
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 3 owners & executives
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S
SAMUEL HOWARD ABRAHAM
--
- CRD
- #6029665
Available
Available
Available
Showing 1 of 4 contacts
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,617,104 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,617,104 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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