Active
FINANCIAL PLANNING SOLUTIONS, LLC
Investment Advice|AUBURNDALE, MA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$312.4M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 279.5M |
| Non-Discretionary | 32.9M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 168211 |
| SEC Number | 801-113221 |
| Street Address | 134 RUMFORD AVE |
| Street Address 2 | SUITE 203 |
| Location | AUBURNDALE, MA 02466 |
| Country | United States |
| Phone | 617-630-4978 |
| Total Employees | 8 |
Client Count by Type (266 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 234 |
| High Net Worth Individual… | 21 |
| Pension/Profit Sharing Pl… | 11 |
County data not available for this organization.