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Building 2RG CAPITAL

Map pinSCOTTSDALE, AZ
Phone480-612-6400
NotebookSEC #801-117926
Total AUM
$154.5M
Employees
2
Clients
348

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9845 EAST BELL ROAD
SUITE 9-140
SCOTTSDALE
AZ 85260
United States
Operating Hours
7:00 AM - 4:00 PM
Monday - Friday
Phone
480-612-6400

ReceiptFinancials

Total AUM
$154.5M
Accounts
575
Discretionary
$154.5M
Accounts
575
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
251
AUM
$63.3M
HNW Individual Clients
97
AUM
$91.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY ADVISORY FEES

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
AZCACOFLMIMNMTOHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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