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Building 2QP WEALTH MANAGEMENT, LLC

Map pinBOCA RATON, FL
Phone732-526-2701
NotebookSEC #801-115196
Total AUM
$405M
Employees
7
Clients
121

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2700 N MILITARY TRAIL
SUITE 240
BOCA RATON
FL 33431
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
732-526-2701
Other Offices
2

ReceiptFinancials

Total AUM
$405M
Accounts
715
Discretionary
$122.7M
Accounts
274
Non-Discretionary
$282.3M
Accounts
441

ContactClients

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Individual Clients
33
AUM
$17.1M
HNW Individual Clients
82
AUM
$387M
Corporation or Business Clients
6
AUM
$890.7K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNY

HandshakeAffiliates

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

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