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Building 2BPC ADVISORS LLC

Map pinEAST SYRACUSE, NY
Phone(315) 430-7700
NotebookSEC #801-116828
Total AUM
$158.3M
Employees
2
Clients
127

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6390 FLY ROAD
2ND FLOOR
EAST SYRACUSE
NY 13057
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(315) 430-7700

ReceiptFinancials

Total AUM
$158.3M
Accounts
423
Discretionary
$158.3M
Accounts
423
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
70
AUM
$21.9M
HNW Individual Clients
56
AUM
$135.6M
Corporation or Business Clients
1
AUM
$896.5K

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

HandshakeAffiliates

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

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