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Building 2RETIREMENT PLANNING GROUP, LLC

Map pinMALTA, NY
Phone(518) 580-1919
NotebookSEC #801-119537
Total AUM
$375.4M
Employees
8
Clients
1,045

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2691 STATE ROUTE 9
MALTA
NY 12020
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
(518) 580-1919
Other Offices
2

ReceiptFinancials

Total AUM
$375.4M
Accounts
1,716
Discretionary
$375.4M
Accounts
1,716
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
968
AUM
$258.4M
HNW Individual Clients
75
AUM
$115M
Charitable Organization Clients
1
AUM
$898.5K
Corporation or Business Clients
1
AUM
$1.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANHNYPATX

HandshakeAffiliates

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

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