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Building 2GLOBAL FINANCIAL PLANNING GROUP, LLC

Map pinTROY, MI
Phone248-643-4820
NotebookSEC #801-57702
Total AUM
$31M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3155 WEST BIG BEAVER
SUITE 123
TROY
MI 48084
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
248-643-4820

ReceiptFinancials

Total AUM
$31M
Accounts
110
Discretionary
$17M
Accounts
60
Non-Discretionary
$14M
Accounts
50

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

HandshakeAffiliates

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

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