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Building 2BFC PLANNING, INC.

Map pinCEDAR RAPIDS, IA
Phone319-447-5700
NotebookSEC #801-67427
Total AUM
$3.8B
Employees
200
Clients
11,448

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4201 42ND STREET NE
SUITE 100
CEDAR RAPIDS
IA 52402
United States
Operating Hours
MON-THURS:8AM-5PM;FRI:8AM-4PM
Monday - Friday
Phone
319-447-5700
Other Offices
135

ReceiptFinancials

Total AUM
$3.8B
Accounts
13,174
Discretionary
$3.2B
Accounts
11,094
Non-Discretionary
$608.3M
Accounts
2,080

ContactClients

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Individual Clients
10,753
AUM
$2.4B
HNW Individual Clients
574
AUM
$1.3B
Pension/Profit Sharing Plan Clients
34
AUM
$31.8M
Charitable Organization Clients
9
AUM
$24.7M
Corporation or Business Clients
78
AUM
$92.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR FEE

Shield checkCompliance

Disclosures
SEC/CFTC Order Entry
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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