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Building 2VIP PLANNERS, INC.

Map pinROANOKE, VA
Phone5403421895
NotebookSEC #801-134197
Total AUM
$126.2M
Employees
4
Clients
209

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1502 FRANKLIN ROAD, SW
ROANOKE
VA 24016
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
5403421895
Other Offices
1

ReceiptFinancials

Total AUM
$126.2M
Accounts
427
Discretionary
$126.2M
Accounts
427
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
175
AUM
$36.6M
HNW Individual Clients
31
AUM
$88.7M
Charitable Organization Clients
3
AUM
$865.8K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCTXVA

HandshakeAffiliates

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

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