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Building 2PLAN SPONSOR SERVICES, LLC

Map pinPHOENIX, AZ
Phone602-277-4570
NotebookSEC #801-62977
Total AUM
$3.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2200 E. CAMELBACK RD
#130-B
PHOENIX
AZ 85016
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
602-277-4570

ReceiptFinancials

Total AUM
$3.6M
Accounts
5
Discretionary
$0
Accounts
0
Non-Discretionary
$3.6M
Accounts
5

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementMarket TimingPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Felony Charge
State Registrations
AZ

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

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