| Name | Title | Ownership | Since |
|---|---|---|---|
| Constantine Andrew Pelos Control | Chief Compliance Officer | Under 5% | 2024 |
| James Christian Gates Control | Principal | 10-25% | 2024 |
| James F. & M. Elizabeth Thomas Revocable Trust | Trust | Under 5% | 2024 |
Superior Planning, LLC reports $192.1 million in regulatory assets under management on its Form ADV.
Superior Planning, LLC reports 12 employees.
Superior Planning, LLC is based in San Diego, CA and has been SEC-registered since 2024.
Superior Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 10085 Carroll Canyon Road, Suite 150, San Diego, CA 92131 |
| Phone | 858-546-1046 |
| Fax | 858-546-8334 |
| Office hours | 8a.m. - 4:30p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $58.6M |
| Non-discretionary | $133.5M |
| Total (RAUM) | $192.1M |