Tempus Wealth Planning is an investment advisor in Irvine with $247.95 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
813948762
SEC advisor number
801-108462
FINRA CRD number
285349
AUM ?
$400.48 mm
(as of 20 Mar 24)
Accounts
1,654
(as of 20 Mar 24)
Employees
11
(10 investment advisory or research)
Address
Tempus Wealth Planning
100 SPECTRUM CENTER DRIVE
SUITE 460
IRVINE
CA 92618
100 SPECTRUM CENTER DRIVE
SUITE 460
IRVINE
CA 92618
Phone
949-393-2525
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Apr 24
13F-HR
Quarterly holdings report by institutional manager
24 Jan 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22
13F-HR
Quarterly holdings report by institutional manager
6 May 22
13F-HR
Quarterly holdings report by institutional manager
2 Feb 22