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Building 2IA NETWORK, LLC

Map pinCHARLOTTE, NC
Phone704-272-1211
NotebookSEC #801-123452
Total AUM
$199.5M
Employees
5
Clients
262

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
210 N CHURCH ST
SUITE 1905
CHARLOTTE
NC 28202
United States
Operating Hours
9:00 TO 5:00 (ET)
Monday - Friday
Phone
704-272-1211
Other Offices
3

ReceiptFinancials

Total AUM
$199.5M
Accounts
593
Discretionary
$199M
Accounts
592
Non-Discretionary
$495.4K
Accounts
1

ContactClients

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Individual Clients
197
AUM
$59.4M
HNW Individual Clients
62
AUM
$132.6M
Pension/Profit Sharing Plan Clients
1
AUM
$4.4M
Charitable Organization Clients
1
AUM
$3.1M
Corporation or Business Clients
1
AUM
$79.2K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCOINLANCNYSCTN

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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