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Building 2FINANCIAL PLANNING SOLUTIONS, LLC

Map pinAUBURNDALE, MA
Phone617-630-4978
NotebookSEC #801-113221
Total AUM
$312.4M
Employees
8
Clients
266

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
134 RUMFORD AVE
SUITE 203
AUBURNDALE
MA 02466
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
617-630-4978
Other Offices
1

ReceiptFinancials

Total AUM
$312.4M
Accounts
1,136
Discretionary
$279.5M
Accounts
947
Non-Discretionary
$32.9M
Accounts
189

ContactClients

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Individual Clients
234
AUM
$173.1M
HNW Individual Clients
21
AUM
$106.5M
Pension/Profit Sharing Plan Clients
11
AUM
$32.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMAMENH

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

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