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APP
ASSET PLANNING AND PROTECTION LLC
CRD 324537
1900 S. NORFOLK ST., STE 350, SAN MATEO, CA, 94403, United States
Phone
949-877-3505
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$12.9M
Discretionary AUM
$12.9M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingCONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 76 | $6.3M |
All web addresses on file
Official SEC filing: View on IAPD