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Building 2LIFE PLANNING PARTNERS, INC.

Map pinJACKSONVILLE, FL
Phone904-448-5158
NotebookSEC #801-107568
Total AUM
$354M
Employees
8
Clients
111

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6550 ST. AUGUSTINE ROAD
SUITE 302
JACKSONVILLE
FL 32217-2847
United States
Operating Hours
BY APPOINTMENT ONLY
MONDAY - FRIDAY
Phone
904-448-5158

ReceiptFinancials

Total AUM
$354M
Accounts
582
Discretionary
$353.1M
Accounts
580
Non-Discretionary
$919.8K
Accounts
2

ContactClients

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Individual Clients
26
AUM
$14.5M
HNW Individual Clients
84
AUM
$339.1M
Corporation or Business Clients
1
AUM
$487.7K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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