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Building 2361 FINANCIAL PLANNING, INC.

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Phone(925) 289-9929
NotebookSEC #801-107739
Total AUM
$667K
Employees
1
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM TO 5:00PM
Monday - Friday
Phone
(925) 289-9929

ReceiptFinancials

Total AUM
$667K
Accounts
15
Discretionary
$0
Accounts
0
Non-Discretionary
$667K
Accounts
15

ContactClients

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None reported

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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

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