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Building 2WIN ADVISORS, INC

Map pinPALM BEACH GARDENS, FL
Phone561-472-2000
NotebookSEC #801-115311
Total AUM
$266.8M
Employees
4
Clients
1,941

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11440 JOG ROAD
PALM BEACH GARDENS
FL 33418
United States
Operating Hours
8:30 TO 5:30
Monday - Friday
Phone
561-472-2000

ReceiptFinancials

Total AUM
$266.8M
Accounts
1,941
Discretionary
$266.8M
Accounts
1,941
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,893
AUM
$239.5M
HNW Individual Clients
12
AUM
$19.4M
Pension/Profit Sharing Plan Clients
23
AUM
$4.4M
Charitable Organization Clients
6
AUM
$788.9K
Corporation or Business Clients
7
AUM
$2.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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