← Back to search
REHOBOTH FINANCIAL PLANNING, INC.
CRD 333840
10940 WHITE ROCK RD,, SUITE 210, RANCHO CORDOVA, CA, 95670, United States
Phone
(279) 237-1433
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$15.8M
Discretionary AUM
$15.8M
Team
1 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-01-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 136 | $15.8M |
Official SEC filing: View on IAPD