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Building 2WEA FINANCIAL ADVISORS, INC.

Map pinMADISON, WI
Phone800-279-4030
NotebookSEC #801-118359
Total AUM
$507.8M
Employees
4
Clients
618

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
660 JOHN NOLEN DRIVE
MADISON
WI 53713
United States
Operating Hours
7:30 - 5
Monday - Friday
Phone
800-279-4030

ReceiptFinancials

Total AUM
$507.8M
Accounts
616
Discretionary
$507.8M
Accounts
616
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
616
AUM
$65.5M
Pension/Profit Sharing Plan Clients
2
AUM
$442.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
RETIREMENT INCOME AND DISTRIBUTION ANALYSIS AND PERSONAL INVESTMENT ACCOUNTS
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACOFLILLAMIMNNENHNVTXWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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