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Building 2DIVERSIFIED, LLC

Map pinWILMINGTON, DE
Phone302-765-3500
NotebookSEC #801-112580
Total AUM
$1.6B
Employees
37
Clients
1,491

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3705 CONCORD PIKE
WILMINGTON
DE 19803
United States
Operating Hours
MON - THUR 8 - 5; FRI 8 - 4
MON - THUR 8 - 5; FRI 8 - 4
Phone
302-765-3500
Other Offices
9

ReceiptFinancials

Total AUM
$1.6B
Accounts
4,562
Discretionary
$1.4B
Accounts
4,327
Non-Discretionary
$107.3M
Accounts
235

ContactClients

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Individual Clients
1,016
AUM
$403.8M
HNW Individual Clients
463
AUM
$1.1B
Pooled Vehicle Clients
1
AUM
$36.3M
Pension/Profit Sharing Plan Clients
8
AUM
$35.2M
Corporation or Business Clients
3
AUM
$13M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACTDEFLGAILINLAMAMDMINCNHNJNYOHPASCTNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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