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Building 2MAULDIN SOLUTIONS, LLC

Map pin
Phone800-829-7273
NotebookSEC #801-109018
Total AUM
$82.2M
Employees
1
Clients
17

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
800-829-7273

ReceiptFinancials

Total AUM
$82.2M
Accounts
17
Discretionary
$82.2M
Accounts
17
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
11
AUM
$2.5M
HNW Individual Clients
5
AUM
$2M
Investment Company Clients
1
AUM
$77.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR'S FEES, SUB-ADVISORY FEES

Shield checkCompliance

Disclosures
SRO False Statement FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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