IGNITE PLANNERS LLC
Firm details
- Headquarters
- SAN CLEMENTE, California
- CRD number
- 289797
- Registered since
- November 13, 2017
- Website
- www.igniteplanners.com
- Custodians
- CHARLES SCHWAB & CO., INC., EMPOWER FINANCIAL SERVICES, INC., DUNHAM
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Individuals52.29%
- HNWI46.37%
- Sovereign Wealth Funds1.25%
- Pension & Profit Sharing Plans0.05%
- Charitable Organizations0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Ignite Planners LLC is an independent, SEC-registered registered investment adviser formed as an LLC in 2017. The firm operates as a capital allocator for both individual/family and institutional clients, offering fee arrangements that include a percentage of AUM, fixed fees and performance-based fees. Its advisory services span financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, portfolio management for businesses or institutions, and selection of external advisers. Ignite Planners does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- Public Funds/Mutual Funds21%
- Cash & Cash Equivalents11%
- Non-Exchange Traded Equities6%
- US Government Bonds4%
Owners & executives
3 of 4JENA SCHUSTER
Chief Investment OfficerCRD 3070897
DOMINICK ZIZZO
Chief Compliance OfficerCRD 3218444
ANDREW LABAS
Chief Financial Officer & Chief Compliance OfficerCRD 4605288
Contacts
3 of 21DAVID ALLRED
Investment AdvisorCRD 2496873
RONALD HADA
Investment AdvisorCRD 3257051
CHACE ADAMS
Investment AdvisorCRD 6515855
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 256Active vs passive
$479M in ETFs
63%
$303M
34%
$176M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $27.1M | 930,933 | 5.66% |
Location
SAN CLEMENTE, CA
ORANGE
Location
SAN CLEMENTE, CA
Headquartered in SAN CLEMENTE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 109 E Escalones
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
STEPHENSON AND COMPANY, INC.
RIASAN CLEMENTE, CA
QUIVER FINANCIAL HOLDINGS LLC
RIASAN CLEMENTE, CA
COAST WEALTH MANAGEMENT, INC.
RIASAN CLEMENTE, CA
BAKER JENSEN INVESTMENT ADVISORS, LLC
RIASAN CLEMENTE, CA
CAPO CREEK FINANCIAL SOLUTIONS
RIASAN CLEMENTE, CA
MT RYAN, INC.
RIASAN CLEMENTE, CA