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Building 2M GROUP

Map pin
Phone541-708-1922
NotebookSEC #801-119994
Total AUM
$343.5M
Employees
2
Clients
448

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM TO 4:00PM
Monday - Friday
Phone
541-708-1922
Other Offices
3

ReceiptFinancials

Total AUM
$343.5M
Accounts
448
Discretionary
$256.9M
Accounts
409
Non-Discretionary
$86.6M
Accounts
39

ContactClients

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Individual Clients
291
AUM
$42.1M
HNW Individual Clients
95
AUM
$55.4M
Pension/Profit Sharing Plan Clients
62
AUM
$246M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLORTXWA

HandshakeAffiliates

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

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