CRD: 130711
Superior Planning Wealth Management & Family Office
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Matrix Trust · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-07-2004
- Office Locations
- 2
Office Locations
About Superior Planning Wealth Management & Family Office
Superior Planning Wealth Management & Family Office (San Diego) provides customized family office and wealth management programs for HNW and UHNW families, with a values-driven focus on family fiduciaries. The team supports financial planning, portfolio construction, insurance and business succession, and helps successor trustees and beneficiaries navigate estate settlements. Investment implementation commonly uses ETFs, index funds and mutual funds, with an early virtual family office approach as a key differentiator.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOSEPH SCOTT BAUERS
Chief Executive Officer, PRINCIPAL
- CRD
- #4437770
- Ownership
- 25% but less than 50%
JAMES CHRISTIAN GATES
Owner, PRINCIPAL
- CRD
- #2858866
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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Patrick Mylin Bowers
Financial Advisor
- CRD
- #7907134
Carol Connole
Implementation Officer
- CRD
- --
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $349,553,158 | $330,079 |
| Non-Discretionary | $0 | -- |
| Total | $349,553,158 | $330,079 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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