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Building 2WEALTH CREATION MANAGEMENT GROUP LLC

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Phone845-774-1144
NotebookSEC #801-114788
Total AUM
$106.1M
Employees
2
Clients
158

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
845-774-1144

ReceiptFinancials

Total AUM
$106.1M
Accounts
267
Discretionary
$106.1M
Accounts
267
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
136
AUM
$36.5M
HNW Individual Clients
21
AUM
$64.9M
Corporation or Business Clients
1
AUM
$4.8M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNJNY

HandshakeAffiliates

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

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