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Building 2STRATEGIC PLANNING, INC.

Map pinCOLUMBUS, OH
Phone614-802-0170
NotebookSEC #801-110105
Total AUM
$376.6M
Employees
4
Clients
817

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7730 OLENTANGY RIVER ROAD
COLUMBUS
OH 43235
United States
Operating Hours
7:30 AM - 4:30 PM
M-TH 7:30 AM - 4:30 PM; F 7:00 AM - 12:00 PM
Phone
614-802-0170

ReceiptFinancials

Total AUM
$376.6M
Accounts
1,156
Discretionary
$376.6M
Accounts
1,156
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
465
AUM
$136.5M
HNW Individual Clients
352
AUM
$240.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOHTX

HandshakeAffiliates

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

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