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

Building 2FINANCIAL PLANNING DIMENSIONS INC

Map pinCAREFREE, AZ
Phone480-595-4787
NotebookSEC #801-57616
Total AUM
$36.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
748 EASY ST
SUITE 6
CAREFREE
AZ 85377
USA
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
480-595-4787

ReceiptFinancials

Total AUM
$36.6M
Accounts
42
Discretionary
$0
Accounts
0
Non-Discretionary
$36.6M
Accounts
42

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures
Pending Regulatory Proceeding
State Registrations
AZ

HandshakeAffiliates

View all affiliates →

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

Feature requires an account