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Building 2PLAN STRATEGIES INC

Map pinCENTENNIAL, CO
Phone303-658-3500
NotebookSEC #801-111942
Total AUM
$292.3M
Employees
3
Clients
189

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5975 S QUEBEC
SUITE 300
CENTENNIAL
CO 80111
United States
Operating Hours
7:30 AM - 4:00 PM
Monday - Friday
Phone
303-658-3500

ReceiptFinancials

Total AUM
$292.3M
Accounts
189
Discretionary
$188.3M
Accounts
169
Non-Discretionary
$104.1M
Accounts
20

ContactClients

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Pension/Profit Sharing Plan Clients
189
AUM
$292.3M

Briefcase businessServices

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Services Offered
Pension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF ASSETS ON WHICH WE CONSULT

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOLAMNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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