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Building 2GLOBAL FINANCIAL PLANNING GROUP, LLC

Map pinTROY, MI
Phone248-643-4820
NotebookSEC #801-132883
Total AUM
$135.3M
Employees
5
Clients
235

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
900 WILSHIRE DRIVE
SUITE 385
TROY
MI 48084
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
248-643-4820

ReceiptFinancials

Total AUM
$135.3M
Accounts
566
Discretionary
$113.1M
Accounts
471
Non-Discretionary
$22.2M
Accounts
95

ContactClients

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Individual Clients
172
AUM
$47M
HNW Individual Clients
55
AUM
$77.3M
Pension/Profit Sharing Plan Clients
8
AUM
$11M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMITX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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