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CASITA FINANCIAL PLANNING
CASITA FINANCIAL PLANNING LLC
CRD 334718
840 APOLLO ST # 100, EL SEGUNDO, CA, 90245, United States
Phone
310-564-6461
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$0
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 21 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $0 |
| High net worth individuals | 4 | $0 |
All web addresses on file
- https://www.instagram.com/casitafinancialplanning
- https://www.linkedin.com/company/casita-financial-planning
- https://www.twitter.com/casitafp
- https://www.youtube.com/@CasitaFinancialPlanning
- https://www.creators.spotify.com/pod/show/casita-financial-planning
- https://www.tiktok.com/@casita.financial
- https://www.casitafinancialplanning.com/
Official SEC filing: View on IAPD