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Building 2FINANCIAL PLANNING SERVICES, INC

Map pinMADISON, WI
Phone608-274-2340
NotebookSEC #801-61011
Total AUM
$8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6417 ODANA RD
MADISON
WI 53719
USA
Operating Hours
8:30 TO 4:30
Monday - Friday
Phone
608-274-2340

ReceiptFinancials

Total AUM
$8M
Accounts
70
Discretionary
$0
Accounts
0
Non-Discretionary
$8M
Accounts
70

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
VTWI

HandshakeAffiliates

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

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