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Building 2FINANCIAL PLANNING SERVICES, INC.

Map pinRALEIGH, NC
Phone919-676-2806
NotebookSEC #801-112781
Total AUM
$141.5M
Employees
1
Clients
115

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
185 WIND CHIME CT.
SUITE 203
RALEIGH
NC 27615-1561
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
919-676-2806
Other Offices
1

ReceiptFinancials

Total AUM
$141.5M
Accounts
277
Discretionary
$141.5M
Accounts
277
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
64
AUM
$48.6M
HNW Individual Clients
51
AUM
$92.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CANC

HandshakeAffiliates

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

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