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Building 2FINANCIAL PLANNING ADVISORS, INC.

Map pinALTON, IL
Phone618-474-0000
NotebookSEC #801-67497
Total AUM
$50.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1600 WASHINGTON AVENUE
ALTON
IL 62002
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
618-474-0000

ReceiptFinancials

Total AUM
$50.9M
Accounts
897
Discretionary
$43.5M
Accounts
624
Non-Discretionary
$7.3M
Accounts
273

ContactClients

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None reported

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MOTX

HandshakeAffiliates

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

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