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Building 2RETIREMENT STRATEGIES, LTD.

Map pinDUBLIN, OH
Phone614-799-8668
NotebookSEC #801-112738
Total AUM
$272.7M
Employees
10
Clients
419

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5060 PARKCENTER AVE.
SUITE A
DUBLIN
OH 43017
United States
Operating Hours
8:30AM-5:30PM
Monday - Friday
Phone
614-799-8668

ReceiptFinancials

Total AUM
$272.7M
Accounts
1,003
Discretionary
$266M
Accounts
997
Non-Discretionary
$6.7M
Accounts
6

ContactClients

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Individual Clients
337
AUM
$118.8M
HNW Individual Clients
75
AUM
$146.2M
Pension/Profit Sharing Plan Clients
4
AUM
$3.1M
Charitable Organization Clients
1
AUM
$839.2K
Corporation or Business Clients
2
AUM
$3.9M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Violation Finding
State Registrations
CAFLLANCOHTXVA

HandshakeAffiliates

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

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