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Building 2AIO FINANCIAL, LLC

Map pinTUCSON, AZ
Phone520-325-0769
NotebookSEC #801-118105
Total AUM
$199.2M
Employees
4
Clients
197

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2531 E RICHARDS PL
TUCSON
AZ 85716
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
520-325-0769
Other Offices
5

ReceiptFinancials

Total AUM
$199.2M
Accounts
197
Discretionary
$0
Accounts
0
Non-Discretionary
$199.2M
Accounts
197

ContactClients

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Individual Clients
149
AUM
$99.1M
HNW Individual Clients
48
AUM
$100M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
AZCACOHINVNYORWA

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

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