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

Building 2DEFINED FINANCIAL PLANNING LLC

Map pinSAN RAFAEL, CA
Phone(510) 200-8655
NotebookSEC #801-126370
Total AUM
$137.3M
Employees
5
Clients
106

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
899 NORTHGATE DR
SUITE 300
SAN RAFAEL
CA 94903
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(510) 200-8655

ReceiptFinancials

Total AUM
$137.3M
Accounts
333
Discretionary
$135.6M
Accounts
329
Non-Discretionary
$1.7M
Accounts
4

ContactClients

View more in analytics →

Individual Clients
74
AUM
$23.1M
HNW Individual Clients
30
AUM
$92.8M
Pension/Profit Sharing Plan Clients
1
AUM
$1.7M
Charitable Organization Clients
1
AUM
$19.7M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CANV

HandshakeAffiliates

View all affiliates →

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

Feature requires an account