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

Building 2RETIREMENT PLANS, INC.

Map pinWESTERVILLE, OH
Phone614-339-1910
NotebookSEC #801-123069
Total AUM
$224.9M
Employees
6
Clients
278

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
124 DORCHESTER SQUARE
SUITE B
WESTERVILLE
OH 43081
United States
Operating Hours
9:00 - 4:30
Monday - Friday
Phone
614-339-1910

ReceiptFinancials

Total AUM
$224.9M
Accounts
278
Discretionary
$224.9M
Accounts
278
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
200
AUM
$16.8M
Pension/Profit Sharing Plan Clients
78
AUM
$208.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account