SUPERIOR PLANNING, LLC
Tel: 858-546-1046 10085 Carroll Canyon Road Suite 150 San Diego, California 92131
About SUPERIOR PLANNING, LLC
SUPERIOR PLANNING, LLC is a San Diego, California based financial advisory firm with nearly $105,397,091 in assets under management and provides investment advisory services for 295 clients. There are currently 11 financial advisors at the firm.
General Information
Firm CRD#:
130711
Firm SEC#:
801-131301
Assets Under Management:
$105,397,091
No. of Clients:
295
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors, Education seminars/workshops
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