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Building 2KRL FINANCIAL PLANNING & INVESTING LLC

Map pin
Phone972-544-788-101
NotebookSEC #801-126073
Total AUM
$15M
Employees
1
Clients
20

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
972-544-788-101

ReceiptFinancials

Total AUM
$15M
Accounts
20
Discretionary
$0
Accounts
0
Non-Discretionary
$15M
Accounts
20

ContactClients

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Individual Clients
11
AUM
$4M
HNW Individual Clients
9
AUM
$11M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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