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Building 2ASSET PLANNING & MANAGEMENT, INC.

Map pin
Phone509-838-4175
NotebookSEC #801-109924
Total AUM
$10.4M
Employees
1
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
M-F 8AM-12NOON
Monday - Friday
Phone
509-838-4175

ReceiptFinancials

Total AUM
$10.4M
Accounts
10
Discretionary
$10.4M
Accounts
10
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$572K
HNW Individual Clients
8
AUM
$9.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
IDWA

HandshakeAffiliates

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

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