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Building 2F5 FINANCIAL PLANNING, L.L.C.

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Phone309-370-5577
NotebookSEC #801-122310
Total AUM
$168.7M
Employees
3
Clients
128

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
309-370-5577
Other Offices
4

ReceiptFinancials

Total AUM
$168.7M
Accounts
592
Discretionary
$165.2M
Accounts
586
Non-Discretionary
$3.5M
Accounts
6

ContactClients

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Individual Clients
57
AUM
$27.2M
HNW Individual Clients
66
AUM
$140.8M
Corporation or Business Clients
5
AUM
$655K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
BUSINESS CONSULTING - VIRTUAL CFO
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAILNHSCTNTX

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

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