SUPERIOR PLANNING, LLC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 130711). Regulatory assets under management: $349.6M.
Compensation: % of AUM, Hourly, Other.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Constantine Andrew Pelos | CHIEF COMPLIANCE OFFICER | — |
| Susan Jean Ferrari | PRINCIPAL | — |
| Matthew Philip Leighton | CHIEF OPERATING OFFICER AND PRINCIPAL | — |
| Joseph Scott Bauers | CHIEF EXECUTIVE OFFICER AND PRINCIPAL | — |
| James Christian Gates | PRINCIPAL | — |
| John Wesley Sedberry | PRINCIPAL | — |
| James Francis Thomas | TTEE OF THE JAMES F. & M. ELIZABETH THOMAS REVOCABLE TRUST | — |
| M. Elizabeth Thomas | TTEE OF THE JAMES F. & M. ELIZABETH THOMAS REVOCABLE TRUST | — |
| THOMAS PATRICK FRANCIS | TRUSTEE; TTEE OF THE JAMES F. & M. ELIZABETH THOMAS REVOCABLE TRUST | — |
| THOMAS KIMBERLY ELIZABETH | TRUSTEE; TTEE OF THE JAMES F. & M. ELIZABETH THOMAS REVOCABLE TRUST | — |
| PELOS CONSTANTINE ANDREW | CHIEF COMPLIANCE OFFICER | — |
| Ferrari Susan Jean | PRINCIPAL | — |
| Leighton Matthew Philip | CHIEF OPERATING OFFICER AND PRINCIPAL | — |
| BAUERS JOSEPH SCOTT | CHIEF EXECUTIVE OFFICER AND PRINCIPAL | — |
| GATES JAMES CHRISTIAN | PRINCIPAL | — |
| SEDBERRY JOHN WESLEY | PRINCIPAL | — |