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Building 2ESSENTIAL FINANCIAL PLANNING, INC.

Map pinALBUQUERQUE, NM
Phone505-298-1098
NotebookSEC #801-62525
Total AUM
$76.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4800 JUAN TABO NE, SUITE D
ALBUQUERQUE
NM 87111
USA
Operating Hours
8:30-4:30 BY APPTMT.
Monday - Friday
Phone
505-298-1098

ReceiptFinancials

Total AUM
$76.9M
Accounts
377
Discretionary
$76.9M
Accounts
377
Non-Discretionary
$0
Accounts
0

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
NMTX

HandshakeAffiliates

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

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