AUSPICIOUS FINANCIAL PLANNING, LLC
CRD #297962 SEC #801-113980 SAN RAMON, CA 925-355-1200
SEC Registered
Total AUM
$274.1M
Discretionary
$274.1M
Employees
2
Clients
0
Accounts
614
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $274.1M | $274.1M | $0 | 2 | 0 |
| Mar 2024 | $235.1M | $235.1M | $0 | 2 | 0 |
| Mar 2023 | $210M | $210M | $0 | 2 | 0 |
| Feb 2022 | $241M | $241M | $0 | 2 | 0 |
| Mar 2021 | $216.8M | $216.8M | $0 | 2 | 0 |
| Aug 2020 | $200.4M | $200.4M | $0 | 2 | 0 |
| Aug 2020 | $200.4M | $200.4M | $0 | 2 | 0 |
| Jun 2020 | $200.4M | $200.4M | $0 | 2 | 0 |
| Mar 2020 | $200.4M | $200.4M | $0 | 2 | 0 |
| Jan 2019 | $170M | $170M | $0 | 2 | 0 |
| Sep 2018 | $0 | $0 | $0 | 2 | 0 |
| Aug 2018 | $0 | $0 | $0 | 2 | 0 |
| Aug 2018 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$274.1M
Discretionary$274.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$235.1M
Discretionary$235.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$241M
Discretionary$241M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$216.8M
Discretionary$216.8M
Non-Disc.$0
Employees2
Clients0
DateAug 2020
Total AUM$200.4M
Discretionary$200.4M
Non-Disc.$0
Employees2
Clients0
DateAug 2020
Total AUM$200.4M
Discretionary$200.4M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$200.4M
Discretionary$200.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$200.4M
Discretionary$200.4M
Non-Disc.$0
Employees2
Clients0
DateJan 2019
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees2
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0