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Building 2EA ADVISORS LLC

Map pinCONSHOHOCKEN, PA
Phone(908) 429-0025
NotebookSEC #801-120241
Total AUM
$864.2M
Employees
9
Clients
425

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
101 WEST ELM STREET
SUITE 500
CONSHOHOCKEN
PA 19428
United States
Operating Hours
9 A.M. - 5 P.M.
Monday - Friday
Phone
(908) 429-0025
Other Offices
2

ReceiptFinancials

Total AUM
$864.2M
Accounts
425
Discretionary
$623.4M
Accounts
376
Non-Discretionary
$240.8M
Accounts
49

ContactClients

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Individual Clients
240
AUM
$105.2M
HNW Individual Clients
127
AUM
$651.3M
Pension/Profit Sharing Plan Clients
52
AUM
$95.3M
Charitable Organization Clients
1
AUM
$1.2M
Corporation or Business Clients
2
AUM
$646.1K
Other Clients
3
AUM
$10.5M
Description of Other Clients
TRUSTS AND ESTATES

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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