Confidential Planning I, LLC
Confidential Planning I, LLC (CRD# 145807) is a financial advisory firm headquartered in East Syracuse, NY. They manage $53,750,000 in 17 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Confidential Planning I, LLC
By the Numbers
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Total Assets Under Management54MILLION
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Total Number of Accounts17ACCOUNTS
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Average Account Value$3,161,765
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at Confidential Planning I, LLC
No Advisor Found.
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