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Building 2PARTNERS IN FINANCIAL PLANNING, LLC

Map pinSALEM, VA
Phone540-444-2930
NotebookSEC #801-70754
Total AUM
$913.6M
Employees
14
Clients
396

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
421 SOUTH COLLEGE AVENUE
SALEM
VA 24153
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
540-444-2930
Other Offices
1

ReceiptFinancials

Total AUM
$913.6M
Accounts
2,774
Discretionary
$913.6M
Accounts
2,774
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
354
AUM
$580.7M
HNW Individual Clients
37
AUM
$323.7M
Charitable Organization Clients
5
AUM
$9.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLGANCSCTXVAWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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