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Building 2WEALTH PLANNING CONCEPTS, LLC

Map pinROCKVILLE, MD
Phone240-386-8413
NotebookSEC #801-70997
Total AUM
$54.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15245 SHADY GROVE RD
SUITE 355 SOUTH
ROCKVILLE
MD 20850
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
240-386-8413

ReceiptFinancials

Total AUM
$54.3M
Accounts
542
Discretionary
$32.3M
Accounts
217
Non-Discretionary
$22M
Accounts
325

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
DCMDVA

HandshakeAffiliates

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

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