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Building 2MAIN STREET RETIREMENT PLANNING, LLC

Map pinCOPPELL, TX
Phone972-393-0376
NotebookSEC #801-122041
Total AUM
$716.6M
Employees
3
Clients
1,688

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
779 W MAIN STREET
COPPELL
TX 75019
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
972-393-0376

ReceiptFinancials

Total AUM
$716.6M
Accounts
2,927
Discretionary
$716.6M
Accounts
2,927
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,543
AUM
$448.5M
HNW Individual Clients
145
AUM
$268.1M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARCACOFLGALAMINENHOHOKSCTNTX

HandshakeAffiliates

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

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