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DEFINED FINANCIAL PLANNING LLC
DEFINED FINANCIAL PLANNING LLC
SAN RAFAEL, California
·
5 registered advisors
·
CRD# 310137
SEC# 801-126370
0
(510) 200-8655
01
Firm Overview
AUM
$114M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at DEFINED FINANCIAL PLANNING LLC
5 registered advisors
Brianna Nicole Gutierrez
SAN RAFAEL, California
CRD# 6986508
Martel Jed Cooper
SAN RAFAEL, California
CRD# 857289
Michael Gregory Smith
SAN RAFAEL, California
CRD# 2558680
Richard Anthony Vasquez
SAN RAFAEL, California
CRD# 7621816
Samuel Vasquez Gaeta
SAN RAFAEL, California
CRD# 6616279
05
Office Locations
SAN RAFAEL, California
5 advisors
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Data sourced from SEC Form ADV filings. DEFINED FINANCIAL PLANNING LLC (CRD# 310137) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.