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Building 2CPA INVESTMENT ADVISORS

Map pinVIRGINIA BEACH, VA
Phone757-497-4425
NotebookSEC #801-110968
Total AUM
$278.4M
Employees
3
Clients
236

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5544 GREENWICH ROAD
SUITE 107
VIRGINIA BEACH
VA 23462
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
757-497-4425

ReceiptFinancials

Total AUM
$278.4M
Accounts
418
Discretionary
$278.4M
Accounts
418
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
78
AUM
$18.6M
HNW Individual Clients
156
AUM
$254.6M
Charitable Organization Clients
1
AUM
$3.2M
Other Clients
1
AUM
$2M
Description of Other Clients
PARTNERSHIPS

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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