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Building 2STAGE 2 PLANNING PARTNERS LLC

Map pinS BURLINGTON, VT
Phone802-846-1264
NotebookSEC #801-135707
Total AUM
$106.5M
Employees
2
Clients
308

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1233 SHELBURNE RD E6
S BURLINGTON
VT 05403
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
802-846-1264

ReceiptFinancials

Total AUM
$106.5M
Accounts
573
Discretionary
$93.1M
Accounts
485
Non-Discretionary
$13.4M
Accounts
88

ContactClients

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Individual Clients
283
AUM
$70.1M
HNW Individual Clients
23
AUM
$34.3M
Pension/Profit Sharing Plan Clients
2
AUM
$2.1M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHNYTXVT

HandshakeAffiliates

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

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