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COBB PLANNING GROUP
COBB, ROBERT DOUGLAS
CRD 150880
1206 N. BROADWAY, SANTA ANA, CA, 92701, United States
Phone
714-550-9456
Fax
714-550-7234
Registration
— (—)
Source
State registered
Total AUM
$1.6M
Discretionary AUM
$1.6M
Team
1 total employees; 1 advisory reps; 80 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; SELECTION OF OTHER ADVISORS
Org form
Sole Proprietorship
Filing date
2026-06-09
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 80 | $1.6M |
Official SEC filing: View on IAPD