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Building 2FINANCIAL PLANNING AND INFORMATION SERVICES, INC.

Map pinDE PERE, WI
Phone920-336-0863
NotebookSEC #801-61933
Total AUM
$1.1B
Employees
16
Clients
1,159

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
115 FOURTH STREET
DE PERE
WI 54115
United States
Operating Hours
8:30AM - 4:30PM
Monday - Friday
Phone
920-336-0863

ReceiptFinancials

Total AUM
$1.1B
Accounts
4,135
Discretionary
$1.1B
Accounts
4,135
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
810
AUM
$350.5M
HNW Individual Clients
347
AUM
$728.7M
Charitable Organization Clients
2
AUM
$872K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILMIMNNETXWI

HandshakeAffiliates

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

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