FALCON WEALTH PLANNING, INC.

ONTARIO, California·4 registered advisors·CRD# 174092
SEC# 801-11265941855-963-2526
01

Firm Overview

AUM
$1.0B
Regulatory assets under management
Employees
34
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SELECTION OF OTHER ADVISERS FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FALCON WEALTH PLANNING, INC.

4 registered advisors
Gabriel Abraham Shahin
ONTARIO, California
Peter Fredrick Gautreau
ONTARIO, California
Rachel Anne Vonbank
ONTARIO, California
Ray Ramos Bartolome
ONTARIO, California
05

Office Locations

ONTARIO, California
4 advisors

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Data sourced from SEC Form ADV filings. FALCON WEALTH PLANNING, INC. (CRD# 174092) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.