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Building 2FCG INVESTMENT COMPANY

Map pinGERMANTOWN, TN
Phone901-309-2681
NotebookSEC #801-118437
Total AUM
$568.2M
Employees
10
Clients
351

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9040 GARDEN ARBOR DR
STE 206
GERMANTOWN
TN 38138
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
901-309-2681

ReceiptFinancials

Total AUM
$568.2M
Accounts
442
Discretionary
$285.2M
Accounts
96
Non-Discretionary
$283M
Accounts
346

ContactClients

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Individual Clients
244
AUM
$97M
HNW Individual Clients
50
AUM
$190.5M
Pension/Profit Sharing Plan Clients
57
AUM
$280.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
ALARCAFLGAKYLAMSSCTNTX

HandshakeAffiliates

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

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