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Building 2BIG INVESTMENT SERVICES

Map pinDOVER, DE
Phone302-734-7526
NotebookSEC #801-112462
Total AUM
$369.3M
Employees
8
Clients
589

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
450 KINGS HWY N.E.
DOVER
DE 19901
United States
Operating Hours
9:00A.M.-5:00P.M.
Monday - Friday
Phone
302-734-7526

ReceiptFinancials

Total AUM
$369.3M
Accounts
1,466
Discretionary
$366.2M
Accounts
1,441
Non-Discretionary
$3.1M
Accounts
25

ContactClients

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Individual Clients
483
AUM
$148.9M
HNW Individual Clients
86
AUM
$204.1M
Pension/Profit Sharing Plan Clients
16
AUM
$12.2M
Charitable Organization Clients
4
AUM
$4.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLMDNCNHPASCTXVA

HandshakeAffiliates

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

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