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Building 2XELAN FINANCIAL PLANNING, INC.

Map pinSAN DIEGO, CA
Phone619-232-0444
NotebookSEC #801-61666
Total AUM
$0
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
401 WEST A STREET, SUITE 2210
SAN DIEGO
CA 92101
USA
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
619-232-0444

ReceiptFinancials

Total AUM
$0
Accounts
0
Discretionary
$0
Accounts
0
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial Planning
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other Fee
Other Compensation
ADVISORY REFERRAL FEES

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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