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Building 2FINANCIAL PLANS & STRATEGIES, INC.

Map pinGREENWOOD, IN
Phone317-882-7675
NotebookSEC #801-107206
Total AUM
$610.6M
Employees
12
Clients
1,081

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
375 N. MADISON AVENUE
GREENWOOD
IN 46142-3636
United States
Operating Hours
8:15 AM - 4:15 PM
Monday - Friday
Phone
317-882-7675
Other Offices
1

ReceiptFinancials

Total AUM
$610.6M
Accounts
1,081
Discretionary
$601.4M
Accounts
1,073
Non-Discretionary
$9.2M
Accounts
8

ContactClients

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Individual Clients
896
AUM
$208M
HNW Individual Clients
185
AUM
$402.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOFLGAILINKYMIOHSCTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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