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

Building 2VR ADVISORS, LLC

Map pinLAFAYETTE, CA
Phone925-297-6629
NotebookSEC #801-110998
Total AUM
$226.4M
Employees
2
Clients
78

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
985 MORAGA ROAD
SUITE 205
LAFAYETTE
CA 94549
United States
Operating Hours
9-5
Monday - Friday
Phone
925-297-6629

ReceiptFinancials

Total AUM
$226.4M
Accounts
318
Discretionary
$226.4M
Accounts
318
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
33
AUM
$16.1M
HNW Individual Clients
45
AUM
$210.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOWA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account