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Building 2FINANCIAL PLANNING CONSULTANTS, INC.

Map pinLAFAYETTE, IN
Phone765-447-1302
NotebookSEC #801-63430
Total AUM
$27.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3721 ROME DRIVE SUITE B
LAFAYETTE
IN 47905
USA
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
765-447-1302

ReceiptFinancials

Total AUM
$27.1M
Accounts
213
Discretionary
$27.1M
Accounts
213
Non-Discretionary
$0
Accounts
0

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 Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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