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Building 2FINANCIAL PLAN, INC.

Map pinBELLINGHAM, WA
Phone360-714-1234
NotebookSEC #801-77339
Total AUM
$1.6B
Employees
12
Clients
924

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11 BELLWETHER WAY, SUITE 301
BELLINGHAM
WA 98225-2956
United States
Operating Hours
9 TO 5
Monday - Friday
Phone
360-714-1234

ReceiptFinancials

Total AUM
$1.6B
Accounts
4,049
Discretionary
$1.6B
Accounts
4,049
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
596
AUM
$511.4M
HNW Individual Clients
309
AUM
$1.1B
Charitable Organization Clients
19
AUM
$9.2M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCAIDKSLAMTORTXWA

HandshakeAffiliates

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

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