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Building 2STRATEGIC PLANNING SOLUTIONS, INC.

Map pinNEW YORK, NY
Phone646-865-1444
NotebookSEC #801-76676
Total AUM
$30.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
370 LEXINGTON AVE
STE 1800
NEW YORK
NY 10017
United States
Operating Hours
9:30AM - 5:00PM
Monday - Friday
Phone
646-865-1444

ReceiptFinancials

Total AUM
$30.3M
Accounts
132
Discretionary
$30.3M
Accounts
132
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
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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