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Building 2LIFE PLANNING ADVISORS LLC

Map pinBIGFORK, MT
Phone760-918-0304
NotebookSEC #801-126603
Total AUM
$169.2M
Employees
4
Clients
979

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
62 BAY HARBOR DRIVE
#2826
BIGFORK
MT 59911
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
760-918-0304
Other Offices
3

ReceiptFinancials

Total AUM
$169.2M
Accounts
1,071
Discretionary
$0
Accounts
0
Non-Discretionary
$169.2M
Accounts
1,071

ContactClients

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Individual Clients
924
AUM
$90.1M
HNW Individual Clients
51
AUM
$77.4M
Pension/Profit Sharing Plan Clients
2
AUM
$625.7K
Corporation or Business Clients
2
AUM
$1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
% OF PLAN ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAMTTX

HandshakeAffiliates

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

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