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Building 2CAPITAL SOLUTIONS

Map pinBLUE BELL, PA
Phone215-540-0505
NotebookSEC #801-117110
Total AUM
$166.6M
Employees
14
Clients
75

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
910 HARVEST DRIVE
SUITE 105
BLUE BELL
PA 19422
United States
Operating Hours
9:00 AM -6:00 PM
Monday - Friday
Phone
215-540-0505

ReceiptFinancials

Total AUM
$166.6M
Accounts
75
Discretionary
$166.6M
Accounts
75
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
75
AUM
$166.6M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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Affiliates
Reported 23 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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