ASSET PLANNING, INC
CRD #111535 SEC #801-62993 CYPRESS, CA 714-827-5794
SEC Registered
Total AUM
$506M
Discretionary
$504.7M
Employees
6
Clients
25
Accounts
1,018
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $506M | $504.7M | $1.3M | 6 | 5 |
| Nov 2024 | $446.5M | $441.6M | $4.9M | 6 | 8 |
| Sep 2024 | $446.5M | $441.6M | $4.9M | 6 | 8 |
| Mar 2024 | $446.5M | $441.6M | $4.9M | 6 | 8 |
| Sep 2023 | $394.4M | $393.3M | $1.1M | 5 | 387 |
| Mar 2023 | $394.4M | $393.3M | $1.1M | 5 | 387 |
| Mar 2022 | $446.7M | $445.5M | $1.2M | 6 | 374 |
| Mar 2021 | $377.2M | $376.2M | $948.5K | 5 | 350 |
| Oct 2020 | $325.3M | $324.3M | $995.1K | 5 | 340 |
| Mar 2020 | $325.3M | $324.3M | $995.1K | 5 | 340 |
| Jun 2019 | $263.5M | $262.2M | $1.3M | 4 | 328 |
| May 2019 | $263.5M | $262.2M | $1.3M | 4 | 328 |
| Mar 2019 | $263.5M | $262.2M | $1.3M | 4 | 328 |
| Mar 2018 | $262.9M | $261.3M | $1.6M | 5 | 325 |
| Mar 2017 | $220.3M | $218.9M | $1.4M | 5 | 300 |
| Mar 2016 | $201.3M | $199.8M | $1.5M | 4 | 300 |
| Mar 2015 | $183.4M | $181.5M | $1.9M | 5 | 200 |
| Mar 2014 | $160.1M | $158M | $2M | 5 | 200 |
| Mar 2013 | $134.4M | $132.5M | $1.9M | 4 | 200 |
| Mar 2012 | $107.8M | $104.7M | $3.1M | 1 | 200 |
| Mar 2011 | $90.1M | $85.9M | $4.2M | 5 | -- |
| Mar 2009 | $65.1M | $63M | $2.1M | 5 | -- |
| Mar 2007 | $64.2M | $63.4M | $751.4K | 5 | -- |
| Mar 2006 | $54.2M | $53.1M | $1.1M | 5 | -- |
| Mar 2004 | $29.3M | $28.8M | $483K | 5 | -- |
DateMar 2025
Total AUM$506M
Discretionary$504.7M
Non-Disc.$1.3M
Employees6
Clients5
DateNov 2024
Total AUM$446.5M
Discretionary$441.6M
Non-Disc.$4.9M
Employees6
Clients8
DateSep 2024
Total AUM$446.5M
Discretionary$441.6M
Non-Disc.$4.9M
Employees6
Clients8
DateMar 2024
Total AUM$446.5M
Discretionary$441.6M
Non-Disc.$4.9M
Employees6
Clients8
DateSep 2023
Total AUM$394.4M
Discretionary$393.3M
Non-Disc.$1.1M
Employees5
Clients387
DateMar 2023
Total AUM$394.4M
Discretionary$393.3M
Non-Disc.$1.1M
Employees5
Clients387
DateMar 2022
Total AUM$446.7M
Discretionary$445.5M
Non-Disc.$1.2M
Employees6
Clients374
DateMar 2021
Total AUM$377.2M
Discretionary$376.2M
Non-Disc.$948.5K
Employees5
Clients350
DateOct 2020
Total AUM$325.3M
Discretionary$324.3M
Non-Disc.$995.1K
Employees5
Clients340
DateMar 2020
Total AUM$325.3M
Discretionary$324.3M
Non-Disc.$995.1K
Employees5
Clients340
DateJun 2019
Total AUM$263.5M
Discretionary$262.2M
Non-Disc.$1.3M
Employees4
Clients328
DateMay 2019
Total AUM$263.5M
Discretionary$262.2M
Non-Disc.$1.3M
Employees4
Clients328
DateMar 2019
Total AUM$263.5M
Discretionary$262.2M
Non-Disc.$1.3M
Employees4
Clients328
DateMar 2018
Total AUM$262.9M
Discretionary$261.3M
Non-Disc.$1.6M
Employees5
Clients325
DateMar 2017
Total AUM$220.3M
Discretionary$218.9M
Non-Disc.$1.4M
Employees5
Clients300
DateMar 2016
Total AUM$201.3M
Discretionary$199.8M
Non-Disc.$1.5M
Employees4
Clients300
DateMar 2015
Total AUM$183.4M
Discretionary$181.5M
Non-Disc.$1.9M
Employees5
Clients200
DateMar 2014
Total AUM$160.1M
Discretionary$158M
Non-Disc.$2M
Employees5
Clients200
DateMar 2013
Total AUM$134.4M
Discretionary$132.5M
Non-Disc.$1.9M
Employees4
Clients200
DateMar 2012
Total AUM$107.8M
Discretionary$104.7M
Non-Disc.$3.1M
Employees1
Clients200
DateMar 2011
Total AUM$90.1M
Discretionary$85.9M
Non-Disc.$4.2M
Employees5
Clients--
DateMar 2009
Total AUM$65.1M
Discretionary$63M
Non-Disc.$2.1M
Employees5
Clients--
DateMar 2007
Total AUM$64.2M
Discretionary$63.4M
Non-Disc.$751.4K
Employees5
Clients--
DateMar 2006
Total AUM$54.2M
Discretionary$53.1M
Non-Disc.$1.1M
Employees5
Clients--
DateMar 2004
Total AUM$29.3M
Discretionary$28.8M
Non-Disc.$483K
Employees5
Clients--