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Building 2FINANCIAL PLANNING FIRST, LLC

Map pinTUSCON, AZ
Phone520-314-1301
NotebookSEC #801-134756
Total AUM
$113.9M
Employees
3
Clients
297

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3567 E SUNRISE DR STE B237
TUSCON
AZ 85718
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
520-314-1301

ReceiptFinancials

Total AUM
$113.9M
Accounts
811
Discretionary
$113.4M
Accounts
809
Non-Discretionary
$429K
Accounts
2

ContactClients

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Individual Clients
260
AUM
$49.4M
HNW Individual Clients
31
AUM
$57.5M
Pension/Profit Sharing Plan Clients
5
AUM
$6.4M
Charitable Organization Clients
1
AUM
$561.3K

Briefcase businessServices

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

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
AZCAFLIDNYTXVAWA

HandshakeAffiliates

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

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