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Auspicious Financial Planning, LLC

Overview

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Jan. 25, 2019
    • $170.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 510
      Accounts
    • $333.3K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

1

name start date
Louis I. Dagen, CFP, ChFC, WMS, CEP
September 2018

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Louis Isaac Dagen Chief Compliance Officer June, 2018 less than 5%
      Source: SEC

      Fees

      There is no compensation data available to display at this time