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Building 2RETIREMENT PLAN FIDUCIARIES, LLC

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Phone512-394-6596
NotebookSEC #801-107541
Total AUM
$193.3M
Employees
2
Clients
51

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
512-394-6596

ReceiptFinancials

Total AUM
$193.3M
Accounts
51
Discretionary
$193.3M
Accounts
51
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
15
AUM
$5.1M
HNW Individual Clients
16
AUM
$29.2M
Pension/Profit Sharing Plan Clients
18
AUM
$141.3M
Government Entity Clients
2
AUM
$17.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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