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Building 2GENERATIONS WEALTH PLANNING LLC

Map pinSARASOTA, FL
Phone941-316-0282
NotebookSEC #801-112852
Total AUM
$4.7M
Employees
3
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1819 MAIN ST.
SUITE 106
SARASOTA
FL 34236
United States
Operating Hours
9:00AM - 5:00PM EST
Monday - Friday
Phone
941-316-0282
Other Offices
1

ReceiptFinancials

Total AUM
$4.7M
Accounts
8
Discretionary
$4.7M
Accounts
8
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
4
AUM
$4.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
FL

HandshakeAffiliates

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

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