PPrivate Fund Data Log in Join · $37/mo

Carol Somoano

Vice President/Chief Compliance OfficerAsset Planning, IncCRD 4972541

About Carol Somoano

Carol Somoano is listed as Vice President/Chief Compliance Officer at Asset Planning, Inc in Los Alamitos, CA. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Asset Planning, Inc
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Carol Somoano work?

Carol Somoano is listed as Vice President/Chief Compliance Officer at Asset Planning, Inc on SEC Form ADV.

How much of Asset Planning, Inc does Carol Somoano own?

Form ADV reports a beneficial ownership band of 25-50%.

Asset Planning, Inc

TitleVice President/Chief Compliance Officer
Ownership25-50%
Control personYes
Since2009
View Asset Planning, Inc →