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Building 2FINANCIAL PLANNING & CONSULTING SERVICES, INC

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Phone7149702511
NotebookSEC #801-114596
Total AUM
$157.1M
Employees
1
Clients
73

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8 - 5 PM
Monday - Friday
Phone
7149702511
Other Offices
1

ReceiptFinancials

Total AUM
$157.1M
Accounts
238
Discretionary
$157.1M
Accounts
238
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
68
AUM
$47M
HNW Individual Clients
3
AUM
$39.9M
Charitable Organization Clients
1
AUM
$19.7M
Corporation or Business Clients
1
AUM
$50.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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