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Building 2DP GROW LLC

Map pinRICHMOND, VA
Phone804-729-3819
NotebookSEC #801-118660
Total AUM
$48.3M
Employees
1
Clients
59

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3200 ROCKBRIDGE STREET
SUITE 300
RICHMOND
VA 23230
United States
Operating Hours
8:30 AM-5:00 PM
Monday - Friday
Phone
804-729-3819

ReceiptFinancials

Total AUM
$48.3M
Accounts
59
Discretionary
$43.5M
Accounts
43
Non-Discretionary
$4.9M
Accounts
16

ContactClients

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Individual Clients
8
AUM
$2.3M
Pension/Profit Sharing Plan Clients
51
AUM
$46.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLKYMSNCTNTXVA

HandshakeAffiliates

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

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