AUSPICIOUS FINANCIAL PLANNING, LLC

Overview

Auspicious Financial Planning, LLC is an independent registered investment adviser formed in 2018 that serves individual and family clients through fee-based portfolio management and financial planning. The firm structures client relationships on a percentage-of-AUM basis and provides advisory services that include portfolio management for individuals and small businesses, portfolio management for business or institutional clients, and pension consulting. Investment activity is concentrated in pooled public vehicles—mutual funds and other public funds—and the firm supplements those allocations with third-party real estate exposure. Auspicious does not position itself as a capital allocator running proprietary alternative funds; instead it sources external managers where needed and relies on custodial infrastructure to manage accounts across its client base. The adviser is not flagged as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices