Auspicious Financial Planning LLC
Legal Name: AUSPICIOUS FINANCIAL PLANNING, LLC
Full Contact Details
Auspicious Financial Planning LLC
2603 CAMINO RAMON, SUITE 200, SAN RAMON, CA
925-355-1200
Other Info
Auspicious Financial Planning LLC, legally known as AUSPICIOUS FINANCIAL PLANNING, LLC, is a Limited Liability Company in California, with 2 employees, of which 1 serve in advisory roles. While it is unknown how many clients they serve, their SEC status is Approved and they were registered on September 14, 2018.
Certified Financial Planner | Retirement Planning | CFP
Visit Auspicious financial planning professionals which are certified financial planner and other resources to help with retirement planning, investing & more.
Direct Owners
-
LOUIS ISAAC DAGEN
CHIEF COMPLIANCE OFFICER owns less than 5%
-
THE LOUIS I. DAGEN AND GRACE W. CHEN REVOCABLE TRUST
MANAGING MEMBER owns 75% or more
Indirect Owners
-
GRACE WUN CHEN
TRUSTEE owns more than 50% but less than 75%
-
LOUIS ISAAC DAGEN
TRUSTEE owns more than 50% but less than 75%