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Building 2Q CAPITAL SOLUTIONS

Map pin
Phone732-600-5557
NotebookSEC #801-120734
Total AUM
$222.3M
Employees
2
Clients
233

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
732-600-5557
Other Offices
1

ReceiptFinancials

Total AUM
$222.3M
Accounts
270
Discretionary
$222.3M
Accounts
270
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
142
AUM
$41.8M
HNW Individual Clients
83
AUM
$170.7M
Pension/Profit Sharing Plan Clients
8
AUM
$9.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLKYNJPA

HandshakeAffiliates

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

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