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Building 2WALL ADVISORS, INC.

Map pinLAKELAND, FL
Phone863-683-0708
NotebookSEC #801-119837
Total AUM
$208.3M
Employees
3
Clients
452

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
212 E HIGHLAND DRIVE
SUITE 201
LAKELAND
FL 33813
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
863-683-0708

ReceiptFinancials

Total AUM
$208.3M
Accounts
453
Discretionary
$206.5M
Accounts
407
Non-Discretionary
$1.8M
Accounts
46

ContactClients

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Individual Clients
232
AUM
$26.3M
HNW Individual Clients
200
AUM
$157.1M
Pension/Profit Sharing Plan Clients
1
AUM
$968.8K
Corporation or Business Clients
19
AUM
$23.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
FIDUCIARY TO 401(K) PLANS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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