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Building 2TAM FINANCIAL ADVISORS, LLC

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Phone4103494484
NotebookSEC #801-117558
Total AUM
$171.3M
Employees
1
Clients
92

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 AM TO 5:30 PM
BY APPOINTMENT ONLY
Phone
4103494484

ReceiptFinancials

Total AUM
$171.3M
Accounts
92
Discretionary
$161.6M
Accounts
82
Non-Discretionary
$9.7M
Accounts
10

ContactClients

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Individual Clients
52
AUM
$24.6M
HNW Individual Clients
37
AUM
$146.7M
Pension/Profit Sharing Plan Clients
2
AUM
$24.7K
Charitable Organization Clients
1
AUM
$5.4K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MD

HandshakeAffiliates

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

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