1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2EPLANNING ADVISORS INC

Map pinROSEVILLE, CA
Phone916-677-0177
NotebookSEC #801-56634
Total AUM
$30.3M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3017 DOUGLAS BOULEVARD
SUITE 250
ROSEVILLE
CA 95661
USA
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
916-677-0177

ReceiptFinancials

Total AUM
$30.3M
Accounts
260
Discretionary
$0
Accounts
0
Non-Discretionary
$30.3M
Accounts
260

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementMarket TimingPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

View all affiliates →

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

Feature requires an account