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Building 2ACT TWO INVESTORS LLC

Map pin
Phone831-226-2915
NotebookSEC #801-112940
Total AUM
$647M
Employees
1
Clients
311

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
831-226-2915
Other Offices
1

ReceiptFinancials

Total AUM
$647M
Accounts
311
Discretionary
$647M
Accounts
311
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
46
AUM
$10.5M
HNW Individual Clients
260
AUM
$626.9M
Pension/Profit Sharing Plan Clients
5
AUM
$9.6M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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