1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WEALTH ADVISORY SOLUTIONS, LLC

Map pinZIONSVILLE, IN
Phone317-559-2945
NotebookSEC #801-110859
Total AUM
$599.1M
Employees
11
Clients
684

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1630 W OAK ST
SUITE 201
ZIONSVILLE
IN 46077
United States
Operating Hours
8:30 AM TO 4:30 PM
Monday - Friday
Phone
317-559-2945
Other Offices
3

ReceiptFinancials

Total AUM
$599.1M
Accounts
1,826
Discretionary
$584.8M
Accounts
1,718
Non-Discretionary
$14.3M
Accounts
108

ContactClients

View more in analytics →

Individual Clients
580
AUM
$120.1M
HNW Individual Clients
98
AUM
$467.3M
Pension/Profit Sharing Plan Clients
2
AUM
$3.9M
Charitable Organization Clients
2
AUM
$7.5M
Corporation or Business Clients
2
AUM
$291.9K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARCACOFLGAILINKYLAMINHNYOHSCTXWV

HandshakeAffiliates

View all affiliates →

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

Feature requires an account