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Building 2RETIREMENT BENCHMARK, LLC

Map pinKANSAS CITY, MO
Phone866 762 PLAN
NotebookSEC #801-113290
Total AUM
$1.8B
Employees
4
Clients
394

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4600 MADISON SUITE 650
KANSAS CITY
MO 64112
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
866 762 PLAN

ReceiptFinancials

Total AUM
$1.8B
Accounts
5,370
Discretionary
$15M
Accounts
45
Non-Discretionary
$1.8B
Accounts
5,325

ContactClients

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Individual Clients
8
AUM
$15M
Other Clients
386
AUM
$1.8B
Description of Other Clients
SELF DIRECTED, NON-DISCRETIONARY

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOFTWARE SUBSCRIPTION FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
MO

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

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