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Building 2INVESTMENT & ASSET PLANNING, LLC

Map pinWICHITA FALLS, TX
Phone940-761-2527
NotebookSEC #801-56342
Total AUM
$43.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2110 KEMP BLVD
WICHITA FALLS
TX 76309-4314
United States
Operating Hours
8:00 - 5:30
Monday - Friday
Phone
940-761-2527

ReceiptFinancials

Total AUM
$43.9M
Accounts
360
Discretionary
$43.1M
Accounts
338
Non-Discretionary
$801.5K
Accounts
22

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR/REFERRAL FEES(ICON)

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
LATX

HandshakeAffiliates

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

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