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Building 2MGB WEALTH MANAGEMENT, LLC

Map pinADDISON, TX
Phone469-965-4001
NotebookSEC #801-118395
Total AUM
$421.9M
Employees
5
Clients
71

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15455 DALLAS PARKWAY
SUITE 1080
ADDISON
TX 75001
United States
Operating Hours
8:00AM - 4:00PM
Monday - Friday
Phone
469-965-4001

ReceiptFinancials

Total AUM
$421.9M
Accounts
305
Discretionary
$340.6M
Accounts
270
Non-Discretionary
$81.4M
Accounts
35

ContactClients

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Individual Clients
28
AUM
$8.9M
HNW Individual Clients
41
AUM
$410.7M
Pension/Profit Sharing Plan Clients
1
AUM
$1.6M
Charitable Organization Clients
1
AUM
$781.7K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZTX

HandshakeAffiliates

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

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