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Building 2DMJ WEALTH ADVISORS, LLC

Map pinGREENSBORO, NC
Phone(336) 275-9886
NotebookSEC #801-115247
Total AUM
$529.3M
Employees
15
Clients
241

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
703 GREEN VALLEY ROAD
SUITE 201
GREENSBORO
NC 27408
United States
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Phone
(336) 275-9886
Other Offices
3

ReceiptFinancials

Total AUM
$529.3M
Accounts
241
Discretionary
$350.8M
Accounts
209
Non-Discretionary
$178.5M
Accounts
32

ContactClients

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Individual Clients
88
AUM
$35M
HNW Individual Clients
116
AUM
$317.9M
Pension/Profit Sharing Plan Clients
28
AUM
$168.4M
Corporation or Business Clients
9
AUM
$8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NCSC

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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