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Building 2CX INSTITUTIONAL, LLC

Map pinAUBURN, IN
Phone260-927-1830
NotebookSEC #801-112742
Total AUM
$4.5B
Employees
130
Clients
4,562

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 EAST 7TH STREET
AUBURN
IN 46706
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
260-927-1830
Other Offices
15

ReceiptFinancials

Total AUM
$4.5B
Accounts
13,723
Discretionary
$4.5B
Accounts
13,723
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2,997
AUM
$949.9M
HNW Individual Clients
1,556
AUM
$3.3B
Charitable Organization Clients
7
AUM
$32.8M
Insurance Company Clients
1
AUM
$4.5M
Corporation or Business Clients
1
AUM
$153.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOCTDCFLGAIAILINKSKYLAMAMDMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPASCTNTXUTVAWAWIWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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