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Building 2MONEY MANAGERS, INC.

Map pinLAS VEGAS, NV
Phone(725) 254-5220
NotebookSEC #801-123408
Total AUM
$53.2M
Employees
4
Clients
171

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7495 W AZURE DRIVE
110
LAS VEGAS
NV 89130
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
(725) 254-5220
Other Offices
3

ReceiptFinancials

Total AUM
$53.2M
Accounts
291
Discretionary
$53.2M
Accounts
291
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
119
AUM
$28M
HNW Individual Clients
16
AUM
$23.3M
Pension/Profit Sharing Plan Clients
7
AUM
$982.1K
Other Clients
29
AUM
$917.1K
Description of Other Clients
VAS, 529, PRIVATE EQUITY

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX SERVICES AND TAX PLANNING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANVTX

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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