DEFINED FINANCIAL PLANNING LLC
CRD #310137 SEC #801-126370 SAN RAFAEL, CA (510) 200-8655
SEC Registered
Total AUM
$137.3M
Discretionary
$135.6M
Employees
5
Clients
26
Accounts
333
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $137.3M | $135.6M | $1.7M | 5 | 0 |
| Feb 2025 | $137.3M | $135.6M | $1.7M | 5 | 0 |
| Jan 2025 | $114.4M | $112.8M | $1.6M | 5 | 0 |
| Nov 2024 | $114.4M | $112.8M | $1.6M | 5 | 0 |
| May 2024 | $114.4M | $112.8M | $1.6M | 5 | 0 |
| Apr 2024 | $114.4M | $112.8M | $1.6M | 5 | 0 |
| Jan 2024 | $103.3M | $101.6M | $1.7M | 5 | 0 |
| May 2023 | $98.2M | $67.6M | $30.6M | 5 | 5 |
| Mar 2023 | $98.2M | $67.6M | $30.6M | 5 | 5 |
| Sep 2022 | $100.8M | $25.6M | $75.1M | 5 | 20 |
| Sep 2022 | $100.8M | $25.6M | $75.1M | 5 | 20 |
| Aug 2022 | $100.8M | $25.6M | $75.1M | 5 | 20 |
| Aug 2022 | $100.8M | $25.6M | $75.1M | 5 | 20 |
| Aug 2022 | $100.8M | $25.6M | $75.1M | 4 | 20 |
| Aug 2022 | $100.8M | $25.6M | $75.1M | 4 | 20 |
| Aug 2022 | $100.8M | $25.6M | $75.1M | 4 | 20 |
| Aug 2022 | $100.8M | $25.6M | $75.1M | 3 | 20 |
| Jul 2022 | $100.8M | $25.6M | $75.1M | 3 | 20 |
| Jul 2022 | $100.8M | $25.6M | $75.1M | 3 | 20 |
DateJun 2025
Total AUM$137.3M
Discretionary$135.6M
Non-Disc.$1.7M
Employees5
Clients0
DateFeb 2025
Total AUM$137.3M
Discretionary$135.6M
Non-Disc.$1.7M
Employees5
Clients0
DateJan 2025
Total AUM$114.4M
Discretionary$112.8M
Non-Disc.$1.6M
Employees5
Clients0
DateNov 2024
Total AUM$114.4M
Discretionary$112.8M
Non-Disc.$1.6M
Employees5
Clients0
DateMay 2024
Total AUM$114.4M
Discretionary$112.8M
Non-Disc.$1.6M
Employees5
Clients0
DateApr 2024
Total AUM$114.4M
Discretionary$112.8M
Non-Disc.$1.6M
Employees5
Clients0
DateJan 2024
Total AUM$103.3M
Discretionary$101.6M
Non-Disc.$1.7M
Employees5
Clients0
DateMay 2023
Total AUM$98.2M
Discretionary$67.6M
Non-Disc.$30.6M
Employees5
Clients5
DateMar 2023
Total AUM$98.2M
Discretionary$67.6M
Non-Disc.$30.6M
Employees5
Clients5
DateSep 2022
Total AUM$100.8M
Discretionary$25.6M
Non-Disc.$75.1M
Employees5
Clients20
DateSep 2022
Total AUM$100.8M
Discretionary$25.6M
Non-Disc.$75.1M
Employees5
Clients20
DateAug 2022
Total AUM$100.8M
Discretionary$25.6M
Non-Disc.$75.1M
Employees5
Clients20
DateAug 2022
Total AUM$100.8M
Discretionary$25.6M
Non-Disc.$75.1M
Employees5
Clients20
DateAug 2022
Total AUM$100.8M
Discretionary$25.6M
Non-Disc.$75.1M
Employees4
Clients20
DateAug 2022
Total AUM$100.8M
Discretionary$25.6M
Non-Disc.$75.1M
Employees4
Clients20
DateAug 2022
Total AUM$100.8M
Discretionary$25.6M
Non-Disc.$75.1M
Employees4
Clients20
DateAug 2022
Total AUM$100.8M
Discretionary$25.6M
Non-Disc.$75.1M
Employees3
Clients20
DateJul 2022
Total AUM$100.8M
Discretionary$25.6M
Non-Disc.$75.1M
Employees3
Clients20
DateJul 2022
Total AUM$100.8M
Discretionary$25.6M
Non-Disc.$75.1M
Employees3
Clients20