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Building 2ASSET PLANNING CORPORATION

Map pinW. PALM BEACH, FL
Phone561-689-5724
NotebookSEC #801-63461
Total AUM
$104.4M
Employees
5
Clients
136

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1615 FORUM PLACE
SUITE 1A
W. PALM BEACH
FL 33401
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
561-689-5724

ReceiptFinancials

Total AUM
$104.4M
Accounts
242
Discretionary
$104.4M
Accounts
242
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
101
AUM
$33.3M
HNW Individual Clients
31
AUM
$66.7M
Pension/Profit Sharing Plan Clients
2
AUM
$3.6M
Charitable Organization Clients
2
AUM
$814.8K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
HOURLY CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLANENH

HandshakeAffiliates

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

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