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Home > Retirement Planners > california > ontario > FALCON WEALTH PLANNING, INC.
FALCON WEALTH PLANNING, INC.
3400 Inland Empire Blvd.
Suite 100
Ontario, California 91764
Tel: 855-963-2526
About FALCON WEALTH PLANNING, INC.
FALCON WEALTH PLANNING, INC, formally registered with the SEC as FALCON WEALTH PLANNING, INC. The firm was established in 03/19/2018. They have over 42 offices throughout the country.
FALCON WEALTH PLANNING, INC. is a Ontario, California based Financial Planning firm with nearly $1,159,538,045 assets under management, offering retirement planning & investment advisory services to 3575 clients. The firm is staffed with 39 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 174092 |
| SEC# | 801-112659 |
| Assets Managed by Firm | $1,159,538,045 |
| No. of Clients | 3575 |
| No. of Advisors | 39 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (SELECTION OF OTHER ADVISERS FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3575 | $1,159,538,045 |
| Individuals (other than high net worth individuals) | 996 | $358,720,390 |
| High net worth individuals | 332 | $794,896,383 |
| Pension and profit sharing plans | 7 | $1,777,795 |
| Corporations or other businesses | 10 | $4,143,477 |
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|---|---|---|---|
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