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ESG Planning

● SEC registered since 2021CRD 309501SEC# 801-122486Santa Clara, CA
Export (members)
Reg. AUM
$169M
Employees
4
Accounts
1,005
Location
Santa Clara, CA

ESG Planning assets under management

ESG Planning is an investment advisory firm registered with the SEC based in Santa Clara, CA. The firm has been registered since 2021. It reports $169 million in regulatory assets under management and employs 4 people.
www.alturawealthadvisors.comView on SEC.gov ↗

ESG Planning owners & executives

2 reported
NameTitleOwnershipSince
Arslan B BahlerManaging DirectorUnder 5%2024
James Robert Rukstalis ControlPresident & Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does ESG Planning manage?

ESG Planning reports $169 million in regulatory assets under management on its Form ADV.

How many employees does ESG Planning have?

ESG Planning reports 4 employees.

Where is ESG Planning located?

ESG Planning is based in Santa Clara, CA and has been SEC-registered since 2021.

Does ESG Planning disclose fund performance?

ESG Planning is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2005 de la Cruz Blvd #120, Santa Clara, CA 95050
Phone408-642-1322
FaxN/A
Office hours8:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$140.5M
Non-discretionary$28.5M
Total (RAUM)$169M