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Building 2PLANNED SOLUTIONS, INC.

Map pinFOLSOM, CA
Phone916-361-0100
NotebookSEC #801-33162
Total AUM
$671M
Employees
11
Clients
827

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1130 IRON POINT ROAD #170
FOLSOM
CA 95630-8310
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
916-361-0100

ReceiptFinancials

Total AUM
$671M
Accounts
2,282
Discretionary
$662.9M
Accounts
2,275
Non-Discretionary
$8.1M
Accounts
7

ContactClients

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Individual Clients
597
AUM
$137.7M
HNW Individual Clients
230
AUM
$533.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOIDLAMTNMNVORTXVAWA

HandshakeAffiliates

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

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