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Building 2D & G ADVISORY GROUP, L.L.C.

Map pin
Phone906-863-8069
NotebookSEC #801-121996
Total AUM
$190.9M
Employees
3
Clients
293

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM TO 5:00PM EST
Monday - Friday
Phone
906-863-8069

ReceiptFinancials

Total AUM
$190.9M
Accounts
293
Discretionary
$190.9M
Accounts
293
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
203
AUM
$28.4M
HNW Individual Clients
90
AUM
$162.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLIDMIMNSCWI

HandshakeAffiliates

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

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