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Building 2C2C WEALTH MANAGEMENT, LLC

Map pinSCOTTSDALE, AZ
Phone(646) 222-7440
NotebookSEC #801-110173
Total AUM
$179.8M
Employees
2
Clients
324

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
32531 N SCOTTSDALE RD
SUITE 105-121
SCOTTSDALE
AZ 85266
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(646) 222-7440
Other Offices
1

ReceiptFinancials

Total AUM
$179.8M
Accounts
440
Discretionary
$179.8M
Accounts
440
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
269
AUM
$54.8M
HNW Individual Clients
55
AUM
$125M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CANHNVNYTX

HandshakeAffiliates

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

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