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Building 2WEALTH ADVISORS NETWORK, INC.

Map pinHASTINGS, NE
Phone402-463-6769
NotebookSEC #801-112018
Total AUM
$300.3M
Employees
8
Clients
494

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 FOUNDATION PLACE STE 100
HASTINGS
NE 68901
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
402-463-6769
Other Offices
7

ReceiptFinancials

Total AUM
$300.3M
Accounts
740
Discretionary
$297.2M
Accounts
715
Non-Discretionary
$3M
Accounts
25

ContactClients

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Individual Clients
370
AUM
$92.9M
HNW Individual Clients
102
AUM
$166.9M
Pension/Profit Sharing Plan Clients
8
AUM
$30M
Charitable Organization Clients
6
AUM
$7.8M
Corporation or Business Clients
8
AUM
$2.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES FROM THIRD PARTY MONEY MANAGER

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLNEPATX

HandshakeAffiliates

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

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