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Building 2CONFIDENTIAL PLANNING I, LLC

Map pinEAST SYRACUSE, NY
Phone315-251-1101
NotebookSEC #801-69184
Total AUM
$53.8M
Employees
9
Clients
17

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5845 WIDEWATERS PARKWAY
SUITE 300
EAST SYRACUSE
NY 13057
United States
Operating Hours
8:30 AM - 5 PM
Monday - Friday
Phone
315-251-1101

ReceiptFinancials

Total AUM
$53.8M
Accounts
17
Discretionary
$0
Accounts
0
Non-Discretionary
$53.8M
Accounts
17

ContactClients

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Other Clients
17
AUM
$53.8M
Description of Other Clients
403B PLANS

Briefcase businessServices

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Services Offered
Financial PlanningOther Services
Other Services
403(B) RETIREMENT PLANS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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