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Building 2IP FINANCIAL ADVISORY SERVICES LLC

Map pinCHARLOTTE, NC
Phone980-326-3335
NotebookSEC #801-117481
Total AUM
$481.4M
Employees
112
Clients
2,001

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5950 FAIRVIEW ROAD, SUITE 140
CHARLOTTE
NC 28210
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
980-326-3335
Other Offices
28

ReceiptFinancials

Total AUM
$481.4M
Accounts
2,686
Discretionary
$258.5M
Accounts
1,226
Non-Discretionary
$222.9M
Accounts
1,460

ContactClients

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Individual Clients
2,001
AUM
$481.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING SERVICES TO QUALIFIED RETIREMENT PLANS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RECURRING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWI

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

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