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
| Title | Managing Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2018 |