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Building 2SMP FINANCIAL PLANNING, LLC

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Phone(202) 450-0784
NotebookSEC #801-134873
Total AUM
$64.4M
Employees
2
Clients
44

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
09:00 AM TO 04:00PM
BY APPOINTMENT ONLY, MONDAY - FRIDAY
Phone
(202) 450-0784
Other Offices
1

ReceiptFinancials

Total AUM
$64.4M
Accounts
78
Discretionary
$64.4M
Accounts
78
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
5
AUM
$1.2M
HNW Individual Clients
38
AUM
$61.5M
Pension/Profit Sharing Plan Clients
1
AUM
$1.6M

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
DCMDNYVA

HandshakeAffiliates

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

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