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Building 2FINANCIAL PLANNING FIRST, LLC

Map pinTUSCON, AZ
Phone520-314-1301
NotebookSEC #801-125727
Total AUM
$69.1M
Employees
3
Clients
303

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3567 E SUNRISE DR STE B237
TUSCON
AZ 85718
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
520-314-1301

ReceiptFinancials

Total AUM
$69.1M
Accounts
752
Discretionary
$68.7M
Accounts
750
Non-Discretionary
$428.2K
Accounts
2

ContactClients

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Individual Clients
279
AUM
$37.7M
HNW Individual Clients
20
AUM
$28.6M
Pension/Profit Sharing Plan Clients
4
AUM
$2.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
AZCANYTXWA

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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