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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