The STAGE 2 PLANNING PARTNERS is a privately held investment adviser that advises $106.5mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. STAGE 2 PLANNING PARTNERS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 30.96% over the last 2-years.
The Group has been registered with the SEC for 0.35 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1233 SHELBURNE RD E6, S BURLINGTON, VERMONT. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 2 employees comprised of 2 investment and 0 non-investment staff. The total number of Employees decreased by 33.33% over the last 3-years.
Their $106.5mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 2 other accounts. Assets of Individuals clients own $70.07mn or 65.8% of Total Assets and High Net Worth Individuals own $34.32mn or 32.22% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
STAGE 2 PLANNING PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.