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Building 2GO INVEST LLC

Map pinWEST JORDAN, UT
Phone801-614-4914
NotebookSEC #801-112971
Total AUM
$889M
Employees
1
Clients
4,277

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8427 OLD BINGHAM HWY
SUITE A
WEST JORDAN
UT 84088
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
801-614-4914

ReceiptFinancials

Total AUM
$889M
Accounts
4,277
Discretionary
$889M
Accounts
4,277
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
980
AUM
$63.9M
Pension/Profit Sharing Plan Clients
3,297
AUM
$825.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVIVTWAWI

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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