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Building 2INVST, LLC

Map pinINDIANAPOLIS, IN
Phone317-202-1891
NotebookSEC #801-107265
Total AUM
$1.6B
Employees
65
Clients
2,301

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3625 E 96TH ST
INDIANAPOLIS
IN 46240
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
317-202-1891
Other Offices
11

ReceiptFinancials

Total AUM
$1.6B
Accounts
6,818
Discretionary
$1.3B
Accounts
6,710
Non-Discretionary
$308.2M
Accounts
108

ContactClients

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Individual Clients
1,873
AUM
$405.1M
HNW Individual Clients
320
AUM
$851.8M
Pension/Profit Sharing Plan Clients
108
AUM
$308.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RETIREMENT PLAN SERVICES-PERCENTAGE OF PLAN ASSETS

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMIMNMOMSNCNHNJNMNVNYOHOKORPASCTNTXUTVAWAWIWV

HandshakeAffiliates

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

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