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Building 2BACKBONE PLANNING PARTNERS LLC

Map pinLAS VEGAS, NV
Phone702569716
NotebookSEC #801-128212
Total AUM
$98.4M
Employees
4
Clients
112

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7477 WEST LAKE MEAD BLVD
STE 270
LAS VEGAS
NV 89128
United States
Operating Hours
9-5
Monday - Friday
Phone
702569716
Other Offices
3

ReceiptFinancials

Total AUM
$98.4M
Accounts
360
Discretionary
$98.4M
Accounts
360
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
83
AUM
$27.6M
HNW Individual Clients
26
AUM
$57.3M
Pension/Profit Sharing Plan Clients
1
AUM
$12.5M
Charitable Organization Clients
1
AUM
$616.9K
Corporation or Business Clients
1
AUM
$316.3K

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
AZCAIDLANVTXUT

HandshakeAffiliates

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

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