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Home > Retirement Planners > connecticut > greenwich > PLAN FIRST WEALTH LLC
PLAN FIRST WEALTH LLC
500 West Putnam Ave
Ste 400
Greenwich, Connecticut 06830
Tel: 646 201 4865
About PLAN FIRST WEALTH LLC
PLAN FIRST WEALTH LLC, formally registered with the SEC as PLAN FIRST WEALTH LLC. The firm was established in 04/01/2019. They have over 3 offices throughout the country.
PLAN FIRST WEALTH LLC is a Greenwich, Connecticut based Financial Planning firm with nearly $120,370,038 assets under management, offering retirement planning & investment advisory services to 221 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 289185 |
| SEC# | 801-114931 |
| Assets Managed by Firm | $120,370,038 |
| No. of Clients | 221 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 221 | $120,370,038 |
| Individuals (other than high net worth individuals) | 40 | $21,812,993 |
| High net worth individuals | 60 | $98,557,045 |
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