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Building 2TSG ADVICE PARTNERS, LLC

Map pinCOLUMBUS, OH
Phone(614) 697-2750
NotebookSEC #801-117566
Total AUM
$866.5M
Employees
16
Clients
1,158

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4449 EASTON WAY
SUITE 200
COLUMBUS
OH 43219
United States
Operating Hours
9AM - 4PM
MONDAY - THURSDAY
Phone
(614) 697-2750
Other Offices
1

ReceiptFinancials

Total AUM
$866.5M
Accounts
3,609
Discretionary
$866.5M
Accounts
3,609
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
874
AUM
$304.5M
HNW Individual Clients
278
AUM
$551.2M
Charitable Organization Clients
5
AUM
$9.5M
Corporation or Business Clients
1
AUM
$1.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLGAILINLAMAMDNCNHNYOHPASCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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