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Superior Planning Wealth Management & Family Office

EST. AUM
$349,553,158

CONTACTS
10

CLIENT ACCOUNTS
1,059

Firm Details

Metro area San Diego
CRD Number 130711
Website superiorplanning.com
Client types

Overview

Superior Planning Wealth Management & Family Office is an independent multi-family office and SEC-registered investment advisor (RIA) that serves high-net-worth individuals and families. Based in San Diego, California, the firm provides holistic financial advisory services, including investment management, estate planning, tax strategy, retirement planning, and business succession. As a fiduciary, Superior Planning delivers objective, client-focused advice with an emphasis on long-term financial planning and multi-generational wealth preservation.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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