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Building 2CW INSTITUTIONAL, LLC

Map pinNAPLES, FL
Phone239-434-7434
NotebookSEC #801-120966
Total AUM
$32.8M
Employees
10
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9130 GALLERIA COURT
3RD FLOOR
NAPLES
FL 34109
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
239-434-7434

ReceiptFinancials

Total AUM
$32.8M
Accounts
2
Discretionary
$32.8M
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
2
AUM
$32.8M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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