← Back to searchVisit website
QUALIFIED PLAN ADVISORY, LLC
CRD 135324 · SEC 801-66437
901 W. CIVIC CENTER DR, SUITE 400, SANTA ANA, CA, 92703, United States
Phone
714-486-4544
Fax
714-464-5441
Registration
— (—)
Source
State registered
Total AUM
$104.8M
Discretionary AUM
$10.6M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-19
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $10.6M |
| Pension/profit sharing plans | 10 | $94.2M |
All web addresses on file
Official SEC filing: View on IAPD