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Building 2STOWE FINANCIAL PLANNING, L.L.C.

Map pinPLANO, TX
Phone972-733-9959
NotebookSEC #801-121524
Total AUM
$134.4M
Employees
2
Clients
83

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1316 VILLAGE CREEK PARKWAY
SUITE 700
PLANO
TX 75093
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
972-733-9959

ReceiptFinancials

Total AUM
$134.4M
Accounts
300
Discretionary
$0
Accounts
0
Non-Discretionary
$134.4M
Accounts
300

ContactClients

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Individual Clients
29
AUM
$15.1M
HNW Individual Clients
54
AUM
$119.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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