COBB PLANNING GROUP

COBB PLANNING GROUP of SANTA ANA, CA is an SEC-registered investment adviser (CRD 150880). Regulatory assets under management: $1.6M.

Registration

• CRD: 150880
• Type: Registered investment adviser
• Location: 1206 N. BROADWAY, SANTA ANA, CA, 92701
• Phone: 714-550-9456
• Latest filing: 2026-06-09
• Regulatory AUM: $1.6M
• Discretionary AUM: $1.6M
• Clients: 1
• Accounts: 80

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 150880 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search