STAGE 2 PLANNING PARTNERS LLC
STAGE 2 PLANNING PARTNERS LLC of S BURLINGTON, VT is an SEC-registered investment adviser (CRD 323281). Regulatory assets under management: $106.5M.
Registration
- CRD: 323281
- SEC file number: 801-135707
- Type: Registered investment adviser
- Location: 1233 SHELBURNE RD E6, S BURLINGTON, VT, 05403
- Phone: 802-846-1264
- Latest filing: 2026-06-01
- Regulatory AUM: $106.5M
- Discretionary AUM: $93.1M
- Non-discretionary AUM: $13.4M
- Clients: 2
- Accounts: 573
Business model
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Pensions.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Sandra Marie Maynard | MANAGING PARTNER | — |
| Christopher Alan Douglass | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |
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