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Building 2SK ADVISOR NETWORK, LLC

Map pinPLANO, TX
Phone(214) 851-8564
NotebookSEC #801-122863
Total AUM
$271.5M
Employees
2
Clients
185

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8105 RASOR BLVD.
BOX #87
PLANO
TX 75024
United States
Operating Hours
9:00 - 5:00 (CT)
BY APPOINTMENT ONLY
Phone
(214) 851-8564

ReceiptFinancials

Total AUM
$271.5M
Accounts
576
Discretionary
$270.7M
Accounts
571
Non-Discretionary
$875.8K
Accounts
5

ContactClients

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Individual Clients
65
AUM
$18.9M
HNW Individual Clients
120
AUM
$252.6M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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