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Building 2NGP FINANCIAL PLANNING, LLC

Map pin
Phone425-444-6715
NotebookSEC #801-131851
Total AUM
$124.7M
Employees
1
Clients
75

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
425-444-6715

ReceiptFinancials

Total AUM
$124.7M
Accounts
223
Discretionary
$124.7M
Accounts
223
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
45
AUM
$16M
HNW Individual Clients
30
AUM
$108.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAMITXWA

HandshakeAffiliates

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

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