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Building 2FINANCIAL PLANNING ASSOCIATES, LLC

Map pinWHITE PLAINS, NY
Phone(914) 997-9229 X13
NotebookSEC #801-79162
Total AUM
$74.7M
Employees
1
Clients
60

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
399 KNOLLWOOD ROAD
SUITE 113
WHITE PLAINS
NY 10603
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(914) 997-9229 X13

ReceiptFinancials

Total AUM
$74.7M
Accounts
60
Discretionary
$74.7M
Accounts
60
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
26
AUM
$9.7M
HNW Individual Clients
33
AUM
$64.6M
Pension/Profit Sharing Plan Clients
1
AUM
$416.7K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
3RD PARTY ADVISER FEE SHARE

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNHNJNYTX

HandshakeAffiliates

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

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