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Building 2FINANCIAL PARTNERS, LLC

Map pinSANTA FE, NM
Phone505-795-7910
NotebookSEC #801-110092
Total AUM
$181.7M
Employees
4
Clients
268

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
613 OLD SANTA FE TRAIL
SANTA FE
NM 87505
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
505-795-7910

ReceiptFinancials

Total AUM
$181.7M
Accounts
268
Discretionary
$181.7M
Accounts
268
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
203
AUM
$61.5M
HNW Individual Clients
65
AUM
$120.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOFLLAMANMTX

HandshakeAffiliates

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

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