SOCAL PLANNERS, INC

SOCAL PLANNERS, INC of VALENCIA, CA is an SEC-registered investment adviser (CRD 173062). Regulatory assets under management: $2.5M.

Registration

• CRD: 173062
• Type: Registered investment adviser
• Location: 28245 AVE CROCKER, VALENCIA, CA, 91355
• Phone: 661-200-5657
• Latest filing: 2026-03-30
• Regulatory AUM: $2.5M
• Non-discretionary AUM: $2.5M
• Clients: 1
• Accounts: 19

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173062 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search