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Building 2ACT TWO FINANCIAL ADVISORS, LLC

Map pinBAY CITY, MI
Phone989-402-1423
NotebookSEC #801-121117
Total AUM
$27.1M
Employees
2
Clients
75

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6006 WESTSIDE SAGINAW RD.
BAY CITY
MI 48706
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
989-402-1423

ReceiptFinancials

Total AUM
$27.1M
Accounts
175
Discretionary
$27.1M
Accounts
175
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
73
AUM
$16.2M
HNW Individual Clients
1
AUM
$6.3M
Pension/Profit Sharing Plan Clients
1
AUM
$4.6M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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