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Building 2PLAN FINANCIAL

Map pinFRESNO, CA
Phone559-226-2333
NotebookSEC #801-66970
Total AUM
$81.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1318 E SHAW AVE, STE 313
FRESNO
CA 93710-7912
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
559-226-2333

ReceiptFinancials

Total AUM
$81.6M
Accounts
729
Discretionary
$81.6M
Accounts
729
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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

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