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Building 2DB & C ADVISORS, LLC

Map pinHOLLAND, MI
Phone616-355-3455
NotebookSEC #801-114290
Total AUM
$252.2M
Employees
11
Clients
331

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
355 SETTLERS ROAD
SUITE 310
HOLLAND
MI 49423
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
616-355-3455
Other Offices
1

ReceiptFinancials

Total AUM
$252.2M
Accounts
342
Discretionary
$215.9M
Accounts
330
Non-Discretionary
$36.2M
Accounts
12

ContactClients

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Individual Clients
267
AUM
$55M
HNW Individual Clients
56
AUM
$156.1M
Pension/Profit Sharing Plan Clients
1
AUM
$36.2M
Charitable Organization Clients
1
AUM
$1.3M
Corporation or Business Clients
6
AUM
$3.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LAMITX

HandshakeAffiliates

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

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