1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2STRATEGIC FINANCIAL PLANNING, INC.

Map pinPLANO, TX
Phone972-403-1234
NotebookSEC #801-120190
Total AUM
$220.6M
Employees
3
Clients
62

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6513 PRESTON RD., SUITE 100
PLANO
TX 75024
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
972-403-1234

ReceiptFinancials

Total AUM
$220.6M
Accounts
566
Discretionary
$220.6M
Accounts
566
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
16
AUM
$6.6M
HNW Individual Clients
45
AUM
$211.9M
Charitable Organization Clients
1
AUM
$2.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account