1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ASSET PLANNING & MANAGEMENT, INC.

Map pinSPOKANE, WA
Phone509-838-4175
NotebookSEC #801-68120
Total AUM
$52.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
422 W. RIVERSIDE AVENUE, SUITE 722
SPOKANE
WA 99201-0305
United States
Operating Hours
M-TH 8AM-5PM, F 8AM-12NOON
Monday - Friday
Phone
509-838-4175

ReceiptFinancials

Total AUM
$52.1M
Accounts
54
Discretionary
$48.9M
Accounts
52
Non-Discretionary
$3.2M
Accounts
2

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
LITIGATION SUPPORT SERVICES
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IDWA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account