S
$2.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
10 yrs Firm Age
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- Custodian
- Altruist · Betterment · Fidelity/NFS · MID Atlantic · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-19-2015
- Office Locations
- 1
Office Locations
28245 AVE Crocker Suite 100 Valencia CA
About Socal Planners, INC
SoCal Planners is a Southern California RIA delivering advice-first financial planning, tax-saving strategy sessions, and investment planning/management. The firm focuses on improving after-tax outcomes by reducing tax, debt, and expense drags alongside retirement guidance and budgeting. Client portfolios are implemented primarily with ETFs; custody includes Fidelity/NFS.
Team overview
-- AVG AGE
$2.5M AVG AUM / ADVISOR
$130.3K AVG AUM / CLIENT
10.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
C
CHRISTOPHER DARIN MUNCHHOF
Director, Owner
- CRD
- #5775355
- 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 | $0 | -- |
| Non-Discretionary | $2,476,288 | -- |
| Total | $2,476,288 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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