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Building 2FAMILY BUSINESS PLANNING GROUP INC

Map pinCLEVELAND, OH
Phone216-774-1224
NotebookSEC #801-48450
Total AUM
$6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1300 EAST NINTH STREET, STE 1300
CLEVELAND
OH 44114-1824
USA
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
216-774-1224

ReceiptFinancials

Total AUM
$6M
Accounts
11
Discretionary
$0
Accounts
0
Non-Discretionary
$6M
Accounts
11

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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