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The Louis I. Dagen and Grace W. Chen Revocable Trust

Managing MemberAuspicious Financial Planning, LLC

About The Louis I. Dagen and Grace W. Chen Revocable Trust

The Louis I. Dagen and Grace W. Chen Revocable Trust is listed as Managing Member at Auspicious Financial Planning, LLC in San Ramon, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Auspicious Financial Planning, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does The Louis I. Dagen and Grace W. Chen Revocable Trust work?

The Louis I. Dagen and Grace W. Chen Revocable Trust is listed as Managing Member at Auspicious Financial Planning, LLC on SEC Form ADV.

How much of Auspicious Financial Planning, LLC does The Louis I. Dagen and Grace W. Chen Revocable Trust own?

Form ADV reports a beneficial ownership band of Over 75%.

Auspicious Financial Planning, LLC

TitleManaging Member
OwnershipOver 75%
Control personYes
Since2018
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