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Building 2FOUNDATION RETIREMENT PLAN CONSULTANTS, LLC

Map pinWHITE PLAINS, NY
Phone516-256-2080
NotebookSEC #801-107746
Total AUM
$84.8M
Employees
6
Clients
68

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
723 N BROADWAY
WHITE PLAINS
NY 10603
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
516-256-2080
Other Offices
2

ReceiptFinancials

Total AUM
$84.8M
Accounts
68
Discretionary
$0
Accounts
0
Non-Discretionary
$84.8M
Accounts
68

ContactClients

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Pension/Profit Sharing Plan Clients
68
AUM
$84.8M

Briefcase businessServices

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Services Offered
Pension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJNY

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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