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Building 2PLANNING FOR WEALTH, LLC

Map pinMONROE, LA
Phone318-340-0324
NotebookSEC #801-66239
Total AUM
$29.6M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1900 ROSELAWN AVENUE
MONROE
LA 71201
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
318-340-0324

ReceiptFinancials

Total AUM
$29.6M
Accounts
103
Discretionary
$29.6M
Accounts
103
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 Other FeeCharges Percentage AUM
Other Compensation
NEGOTIABLE

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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