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Building 2EARTH EQUITY ADVISORS, LLC

Map pinASHEVILLE, NC
Phone(877) 235-3684
NotebookSEC #801-119747
Total AUM
$178.5M
Employees
5
Clients
274

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
40 N. MERRIMON AVE.
SUITE 30
ASHEVILLE
NC 28804
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(877) 235-3684

ReceiptFinancials

Total AUM
$178.5M
Accounts
628
Discretionary
$178.5M
Accounts
628
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
191
AUM
$55.5M
HNW Individual Clients
69
AUM
$118.7M
Pension/Profit Sharing Plan Clients
9
AUM
$1.9M
Charitable Organization Clients
4
AUM
$1.3M
Corporation or Business Clients
1
AUM
$1.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGALAMANCNYTXVA

HandshakeAffiliates

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

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