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Building 2ASSET PLANNING SERVICES INC

Map pinCOVINGTON, LA
Phone985-867-8679
NotebookSEC #801-29419
Total AUM
$365.6M
Employees
5
Clients
148

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
509 W. 21ST AVENUE
COVINGTON
LA 70433
United States
Operating Hours
7:30 A.M. TO 4:30 P.M.
Monday - Friday
Phone
985-867-8679

ReceiptFinancials

Total AUM
$365.6M
Accounts
516
Discretionary
$323.8M
Accounts
410
Non-Discretionary
$41.8M
Accounts
106

ContactClients

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Individual Clients
73
AUM
$27.9M
HNW Individual Clients
68
AUM
$328.1M
Pension/Profit Sharing Plan Clients
4
AUM
$5.4M
Corporation or Business Clients
3
AUM
$4.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLATX

HandshakeAffiliates

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

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