CASITA FINANCIAL PLANNING

CASITA FINANCIAL PLANNING of EL SEGUNDO, CA is an SEC-registered investment adviser (CRD 334718).

Registration

• CRD: 334718
• Type: Registered investment adviser
• Location: 840 APOLLO ST # 100, EL SEGUNDO, CA, 90245
• Phone: 310-564-6461
• Latest filing: 2026-02-25
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, 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 334718 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search