Enhanced Security Planning, Inc. is a large advisory firm based in Santa Ana. It manages $27.32 million of regulatory assets for 190 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Enhanced Security Planning provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Enhanced Security Planning, Inc. is $27.32 million. The firm's AUM has grown by 2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Enhanced Security Planning, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jon Norman Green has been acting as President since 1 Oct 1988. Joseph Andrew Richard joined the executive team most recently as the Vice President.
The principal office where Enhanced Security Planning, Inc. performs its advisory services is located at 1801 Parkcourt Place, Santa Ana, CA 92701, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 714-835-7703 or by fax 714-835-7054. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at www.espinc.net.