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Building 2RANCH CAPITAL ADVISORS INC.

Map pinSARASOTA, FL
Phone(941) 462-2666
NotebookSEC #801-114909
Total AUM
$385.5M
Employees
7
Clients
425

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4910 LAKEWOOD RANCH BLVD
#130
SARASOTA
FL 34240
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(941) 462-2666
Other Offices
1

ReceiptFinancials

Total AUM
$385.5M
Accounts
1,147
Discretionary
$385.5M
Accounts
1,147
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
311
AUM
$108.8M
HNW Individual Clients
114
AUM
$276.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
ADVISORY CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL COACHING SERVICE

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGANCNHNYOHPASCTNTXVA

HandshakeAffiliates

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

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