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Building 2FINANCIAL PLANNING GROUP, INC.

Map pinVIENNA, VA
Phone703-538-2116
NotebookSEC #801-60127
Total AUM
$106M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
301 MAPLE AVE., WEST
SUITE 600
VIENNA
VA 22180
USA
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
703-538-2116

ReceiptFinancials

Total AUM
$106M
Accounts
340
Discretionary
$90.6M
Accounts
269
Non-Discretionary
$15.4M
Accounts
71

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MDTXVA

HandshakeAffiliates

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

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