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Building 2BBAE ADVISORS LLC

Map pinPLANO, TX
Phone972-618-0043
NotebookSEC #801-104469
Total AUM
$1.2M
Employees
3
Clients
148

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7700 WINDROSE AVE
SUITE G300
PLANO
TX 75024
United States
Operating Hours
8AM-4PM
Monday - Friday
Phone
972-618-0043

ReceiptFinancials

Total AUM
$1.2M
Accounts
148
Discretionary
$1.2M
Accounts
148
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
137
AUM
$1.1M
HNW Individual Clients
11
AUM
$150.3K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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