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Building 2FINANCIAL PLANNING CONSULTANTS, LLC

Map pinSAN JOSE, CA
Phone408-287-7911
NotebookSEC #801-100504
Total AUM
$0
Employees
5
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
333 WEST SANTA CLARA
SUITE 830
SAN JOSE
CA 95113-1713
United States
Operating Hours
9:00A.M. - 5:00P.M.
Monday - Friday
Phone
408-287-7911

ReceiptFinancials

Total AUM
$0
Accounts
0
Discretionary
$0
Accounts
0
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager Selection
Compensation Types
Charges Other Fee
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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