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SOCAL PLANNERS, INC
CRD 173062
28245 AVE CROCKER, SUITE 100, VALENCIA, CA, 91355, United States
Phone
661-200-5657
Fax
(661) 593-4727
Registration
— (—)
Source
State registered
Total AUM
$2.5M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $1.2M |
| Corporations/business entities | 1 | $1.3M |
All web addresses on file
Official SEC filing: View on IAPD