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Building 2GBC INVESTMENT GROUP

Map pin
Phone386-516-4759
NotebookSEC #801-120745
Total AUM
$303.9M
Employees
2
Clients
27

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
386-516-4759

ReceiptFinancials

Total AUM
$303.9M
Accounts
84
Discretionary
$303.9M
Accounts
84
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
23
AUM
$5.5M
HNW Individual Clients
1
AUM
$27.8M
Charitable Organization Clients
1
AUM
$3M
Insurance Company Clients
1
AUM
$254M
Corporation or Business Clients
1
AUM
$13.5M

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
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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