TEMPUS WEALTH PLANNING, LLC

https://www.linkedin.com/in/stevesturner/ IRVINE, CA How do I update this listing?

Tempus Wealth Planning is based out of Irvine. Tempus Wealth Planning is a large advisory firm with 201 clients and discretionary assets under management (AUM) of $62,621,000 (Form ADV from 2020-01-31). Their last reported 13F filing for Q4 2019 included $113,385,000 in managed 13F securities and a top 10 holdings concentration of 66.38%. Tempus Wealth Planning's largest holding is SPDR Bloomberg Barclays 1-3 Month T-Bill ET with shares held of 314,345. Whalewisdom has at least 1 13F filings

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12/31/2019

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12/31/2019

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TEMPUS WEALTH PLANNING, LLC
100 SPECTRUM CENTER DRIVE SUITE 460
IRVINE CA    92618
Country: United States

Business Phone: 949-393-2525
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CA
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 201
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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