| Name | Title | Ownership | Since |
|---|---|---|---|
| Gabriel Abraham Shahin Control | Ceo | Under 5% | 2022 |
| Peter Fredrick Gautreau | Cfo | Under 5% | 2018 |
| Rachel Anne Vonbank Control | Chief Compliance Officer | Under 5% | 2024 |
Falcon Wealth Planning, Inc. reports $1.2 billion in regulatory assets under management on its Form ADV.
Falcon Wealth Planning, Inc. reports 42 employees.
Falcon Wealth Planning, Inc. is based in Ontario, CA and has been SEC-registered since 2018.
Falcon Wealth Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3400 Inland Empire Blvd., Suite 100, Ontario, CA 91764 |
| Phone | 855-963-2526 |
| Fax | 844-822-4127 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $1.13B |
| Non-discretionary | $33.1M |
| Total (RAUM) | $1.16B |