AUSPICIOUS FINANCIAL PLANNING, LLC of SAN RAMON, CA is an SEC-registered investment adviser (CRD 297962). Regulatory assets under management: $278.0M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Louis Isaac Dagen | CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| Grace Wun Chen | TRUSTEE | — |
| DAGEN LOUIS ISAAC | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| CHEN GRACE WUN | TRUSTEE | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 925-355-1200 |
| — | — | 1 | 925-355-1200 |