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BACKBONE PLANNING PARTNERS LLC
7477 West Lake Mead Blvd
Ste 270
Las Vegas, Nevada 89128
Tel: 702569716
About BACKBONE PLANNING PARTNERS LLC
BACKBONE PLANNING PARTNERS LLC, formally registered with the SEC as BACKBONE PLANNING PARTNERS LLC. The firm was established in 06/23/2023. They have over 2 offices throughout the country.
BACKBONE PLANNING PARTNERS LLC is a Las Vegas, Nevada based Financial Planning firm with nearly $71,218,008 assets under management, offering retirement planning & investment advisory services to 285 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | 120-Day Approval |
|---|---|
| Firm CRD# | 326699 |
| SEC# | 801-128212 |
| Assets Managed by Firm | $71,218,008 |
| No. of Clients | 285 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 285 | $71,218,008 |
| Individuals (other than high net worth individuals) | 75 | $22,263,382 |
| High net worth individuals | 19 | $41,340,505 |
| Pension and profit sharing plans | 8 | $7,581,345 |
| Corporations or other businesses | Fewer than 5 clients | $32,776 |
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