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Building 2ASSET & FINANCIAL PLANNING, LTD

Map pinPOUGHKEEPSIE, NY
Phone845-485-3338
NotebookSEC #801-20784
Total AUM
$316.9M
Employees
90
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11 RAYMOND AVENUE
POUGHKEEPSIE
NY 12603
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
845-485-3338

ReceiptFinancials

Total AUM
$316.9M
Accounts
2,395
Discretionary
$316.9M
Accounts
2,395
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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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
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Regulatory ProceedingSEC/CFTC Order EntrySEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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