Single Family OfficeRIA · CRD 150880SEC-Registered

Updated:

COBB PLANNING GROUP

Cobb Planning Group is an SEC-registered investment adviser in Santa Ana, CA. The firm manages approximately $2 million in regulatory assets.

COBB PLANNING GROUP

Cobb Planning Group is an SEC-registered investment adviser in Santa Ana, CA. The firm manages approximately $2 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

Sector focus

Real EstateHospitality

Frequently asked questions

What is COBB PLANNING GROUP?

COBB PLANNING GROUP is a single family office based in United States.

Where is COBB PLANNING GROUP headquartered?

COBB PLANNING GROUP is headquartered in United States, in the North America region.

What does Altss track for COBB PLANNING GROUP?

Altss maintains an OSINT-verified profile of COBB PLANNING GROUP covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What type of firm is COBB PLANNING GROUP?

COBB PLANNING GROUP is classified by Altss as a Single Family Office, operating from United States within the North America region.

How does Altss source intelligence on COBB PLANNING GROUP?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was COBB PLANNING GROUP's Altss profile last updated?

COBB PLANNING GROUP's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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